Wintel's Demise Message Board

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Technology Stocks : Wintel's Demise

MSFT 514.77

-0.4%

Nov 4 3:59 PM EST

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To: Christine Traut who wrote (126)	9/11/1997 9:13:00 PM
From: Bill Jackson	of 328

Christine; Gateway is in trouble already, however Dell has a very responsive model and he get the price cuts after he has placed his ads at the higher prices, and so each sale he gets is at a calculated higher margin than he thought it was at the time he placed the ad. Unless he takes this into account with modelling software, and leads the target.(quite doable) As soon as he gets an earning hit he will fall like a stone. Compaq is also in trouble, so is Packard Bell. Only the direct models are doing well, the others are stable or in retreat. So Dell may hog the business completely, as the norm for this time of the year is expansion. This means that gateway will drop, so will Packard Bell and Compaq, but I am not so sure about Dell. How far out and down are the puts? Motorola left the Apple CHRP camp today, just after market close it announced it was exiting Apple OS developments. A ploy for talks, or a true retreat? Bill

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