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Politics : Ask Michael Burke
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To: Skeeter Bug who wrote (43130)1/13/1999 11:48:00 AM
From: Earlie  Read Replies (1) of 132070
 
SB:

Thanks for the URL and for the good comments. I love the fact that Intel really doesn't want anybody to take much notice of their market share losses or of the massive increase in overall supply of micros. It's the memory glut thing, displaced by a year or two.

Sooner or later the market is going to wake up to the basic fact that PC growth is over, but that the growth of available PC components just continues to grow and grow and grow and..... (g)

The micro price wars are just getting started. This year has almost no chance of demonstrating anything other than negative earnings growth in both the PC and semi areas. The only problem is that this market doesn't give a fig about earnings,......at least not yet.

Best, Earlie
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