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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (55667)	4/12/1999 11:12:00 AM
From: Eggolas Moria	Read Replies (1) of 132070

<<"their quarter hasn't ended yet." >> I don't know quite what to believe when it comes to pronouncements from the PC industry. The implication here is that late quarter price erosion impacted CPQ greater than had been anticipated. But I believe that CPQ was hurt by the Celeron movement and being caught with far too many AMD k6-2 units with inferior fps capability. No, I don't have any data to support this supposition, just a feeling. I'll be very interested to see if CPQ alters its mix and includes more Celeron systems.

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