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Politics : Ask Michael Burke
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To: Earlie who wrote (82418)7/19/2000 5:25:54 PM
From: Saturn V  Read Replies (2) of 132070
 
Hi Earlie,

I have lurked and followed your well researched and clearly written posts on the status of the US White Box PC manufacturers. However for more than two years you have used the status of the White Box PC as an indicator of the health of the PC and semiconductor industry. And for two years your conclusions about the demise of Intel and the semiconductor have been dead wrong !

Remember the chip industry and the PC business are not the US White Box PC business. The PC business at Dell, Gateway HP and others has been booming and growing for the two years in question. And the rest of the world continues to buy PCs in droves. The reasons for the demise of the White Box in USA are obvious. The price differential between a name brand PC, and the White Box is so narrow, that most people do not want to touch a White Box. My organization bought 70-80% black boxes 4 years ago. Now it is zero. I am sure that the same story is being repeated world wide.

Learn from your mistakes. You have been the blind man who grabbed the tail of an elephant, and was told that he had grabbed an elephant, exclaimed that "elephant is a snake". You have an excellent reading on the US White Box Business, but you have poor visibility on the worldwide PC and semiconductor industry.
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