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Politics : Ask Michael Burke

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To: PaperChase who wrote (63305)	6/27/1999 2:27:00 PM
From: Skeeter Bug	Read Replies (1) of 132070

>>When the poor performers fold during this shakeout, then the well-managed Dells and GTW's are in a prime position to capture share. The focus MB should be on identifying the companies that are well managed and that will be leaders during this industry shakeout.<< the coming shakeout is the time to buy, not now. companies have to go through much pain b4 closing down - do you see cpq giving up the ghost? cpq's problems are dell's problems as cpq impacts dell. if cpq sells comparable pcs for 10% less, that hurts dell - poor management or great management. buying b4 shakeouts is stoopit. buying after shakeouts is exactly what i will be doing... or at least hope to be doing...

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