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Politics : Ask Michael Burke

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To: davesd who wrote (22570)	9/11/1997 5:53:00 PM
From: Knighty Tin	of 132070

Dave, But the tech bulls will just say there is more pent up demand now. Actually, I was surprised by the number as it included Labor Day, which is a major shopping holiday with lots of sales. The number of second box buyers shows a trend I have long expected. Folks who have a box are the most likely customers and the new buyer market has flattened out, making this a replacement market. That isn't all bad. Cars are a replacement market, as are televisions. But they are very low margin. PC boxes are getting there. MB

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