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Non-Tech : The New Iomega '2000' Discussion Group

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To: Gottfried who wrote (3137)10/14/1999 1:50:00 PM
From: Ken Pomaranski  Read Replies (1) of 5023
 
<< Ken and all, things are tough all over in the DD biz: >>

Like I said two years ago: Severe drop in ASPs would hurt all PC suppliers. (Not so much the manufacturers, but their suppliers) Dell, Compaq, HP, etc.. can always find some cheap alternative from overseas for any subsystem in a computer. The ONLY thing that has saved Intel is the brand recognition generated from 'Intel Inside'.

There is more to fallout to come, believe me...

The place to make money is in communications, from all places in the value chain.

I've given you guys tons of stock picks, all of which would have made you guys big money. You guys refuse to take my advice because you dislike me.. This hate is more important to you than making money! Amazing!!!

kp
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