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Politics : Ask Michael Burke

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To: Earlie who wrote (44259)	1/21/1999 11:51:00 PM
From: Peter Singleton	Read Replies (2) of 132070

Earlie, thanks for posting your thoughts upon sifting through the GTW numbers. There's another, easier interpretation the data would support. The PC market may not be slowing down, at least not to the extent you expect. I would just as soon the PC market slowed some, because it could prick the Nasdaq bubble and bring some reality back to equity valuations ... the longer, and higher, it goes, IMO, the worse the correction. But so far I don't see data that supports a flat revenue US in 1998, or flat units / declining revenue US in 1999 ... btw, I don't have the data sources (published and unpublished) you or Fred Hickey has. I'm just going by the stuff I've seen posted on threads like MB's. Peter

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