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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (63295)	6/26/1999 8:11:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

mike, don't lie... you know you own more than 3/3s of mu. i own about 15/3s right now. die pig, die! ;-) i might sell of those july 45s before the fomc and let the 40s run... btw, i'm thinking a half point hike to prevent the idiots on parade from running wild again...

To: Knighty Tin who wrote (63295)	6/27/1999 3:09:00 AM
From: PaperChase	Read Replies (3) \| Respond to of 132070

A lot of baloney is being tossed around in the media. According to some dim journalists, many PC companies are "going to be in trouble" because PCs will soon be free, and PC companies will be forced to provide free service on those free PCs...and to compete in the consumer channel, the PC companies will have to be internet providers...but internet providers are going to be "in trouble" also because they are going to have to one day give away free access to compete. What a crock. The "freebie" companies are none other than desperate startup companies that are attempting to gain attention in a market dominated by only a few competent players. I can't believe the mindless journalistic B.S. being spun out there over price declines. What will happen is that the competitive environment will flush down the drain poorly run PC companies (or company divisions) like CPQ, Packard Bell, and HWP, CompUSA; and then flush down the drain component companies like S3/Diamond, Western Digital, Maxtor and others. The excess supply (typical of almost any tech business) is taken out of this market thru competitive forces. When the poor performers fold during this shakeout, then the well-managed Dells and GTW's are in a prime position to capture share. The focus MB should be on identifying the companies that are well managed and that will be leaders during this industry shakeout. It is dangerous to categorically assume that CPQs poor management during this shakeout is a bad omen for Dell and GTW.