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Politics : Ask Michael Burke
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To: Mike M2 who wrote (46539)2/11/1999 10:18:00 AM
From: gbh  Read Replies (2) of 132070
 
Mike, I'll state again, I'm not that concerned over the next couple years with "industry" growth, even though I feel the industry will continue to grow (units and revs). But there can be little doubt that the bigs will continue to get bigger.

And I'm not crazy about the TV analogy. With TVs we've always paid more for more (with more basically being only size). With PCs we've always paid less for more (with more being size, speed, new apps, etc). Does this mean margins are disappearing? DELL and GTW have grown margins and net while prices drop. CPQ will figure it out too. IBM adn HWP, who knows? The interactivity offered by "on-line" can't be matched by the "passivity" of TV. Do you spend more time on-line now, or watching TV? What speed machine do you run? Will you "upgrade", even if you don't need to, when you can afford a 500Mhz system (12 months from now). When do you buy a new TV? When the tube goes.

Gary
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