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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (63808)	7/2/1999 12:07:00 AM
From: PaperChase	Read Replies (2) of 132070

>> AMD is first to market with the K7<< Be sure to let us all know when AMD is actually shipping the K7 in volume to be a competitive threat. And AMD's manufacturing yield? Two for the trash, one for the customer. <g> Noticed the crazy bandwagoning for free PCs. And like how long do you think Office max, or CompUSA will stay in business playing that desperate game. Sooner or later some bright CEO will wake up and say "Were out of this business!". The bottom line is that nobody wants to buy their frickin second PC from COMPUSA or OfficeMAX when they can go to Dell or GTW and get a PC with support. Ahem, the numbers of GTW alone tell us this is the case. NEVERTHELESS my bearish friends, I am concerned about server margins and I now take my money off the table with regard to Dell tomorrow AM. However, this news doesn't seem to be slowing IBM's stock down that much.

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