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

To: PaperChase who wrote (63305)	6/27/1999 3:44:00 AM
From: Gerald F Bunch	Read Replies (1) \| Respond to of 132070

PC I attempt to follow most of the post's on MB's thread. This last statement of your's makes me want to question your lucidity. "When the poor performers fold during this shakeout, then the well-managed Dells and GTW's are in a prime position to capture share." To assume that these company's got where they are at because you or someone else thinks they are well managed is a complete joke. They got where they are at because they entered the fray when PC's where a hot new commodity. The hot and new is history. Regards GB PS I would like to think you are domiciled at your home, instead of a structured facility for troubled individuals

To: PaperChase who wrote (63305)	6/27/1999 2:27:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

>>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.<< the coming shakeout is the time to buy, not now. companies have to go through much pain b4 closing down - do you see cpq giving up the ghost? cpq's problems are dell's problems as cpq impacts dell. if cpq sells comparable pcs for 10% less, that hurts dell - poor management or great management. buying b4 shakeouts is stoopit. buying after shakeouts is exactly what i will be doing... or at least hope to be doing...