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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (63941)	7/3/1999 1:37:00 AM
From: PaperChase	Read Replies (3) of 132070

MB. Yes, one of the reasons I sold Dell today was because of the server market prices. However, the flip-side argument I have is that component prices, especially hard drives, are dropping like a rock. Let's not talk about the need for higher volumes as ASP drop. That one has been argued to death. What pushed me over the edge is the free PC marketing ploys that exploded in mass this past week. All the retailers essentially were mimicking each other, a lot of them I suspect with vapor deals. I do not believe for a minute that there is going to be VOLUME deals of free PCs, with free service etc. HOWEVER, what I think doesn't matter in a raging bull market. Dell and especially GTW could face selling pressure until this crazy notion of free everything proves to be the bunk, bait n switch scam that it is. So I've traded out and I will trade back in a month or two.

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