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Politics : Ask Michael Burke

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To: Kushi Kullar who wrote (40644)	12/23/1998 10:06:00 AM
From: Knighty Tin	Read Replies (1) of 132070

Kushi, Except for several factual problems. #1, Dell barely made their # last quarter and the whispers coming out of Austin are not for a blowout quarter. #2. MUEI and Gateway sucked wind. Gateway has admitted that if they don't have a great December, they won't make their number. #3. The big unknown is Compaq's new direct line, but they definitely have not done enough business to impact Ingram, Inacom, Compucom and Vanstar. No question that Direct is gaining market share. But, it is still tiny relative to channel sales. And none of the direct cos. are doing all that well right now. MB

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