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

To: yard_man who wrote (67032)	8/31/1999 6:22:00 PM
From: Knighty Tin	Respond to of 132070

Tip, No position on GTW until early next year, most likely. Basically, we are going to have nuclear winter for PCs this year, but it will be business PCs, where Gateway sells 6 boxes a year. They will not be the best target. I will go after Dell again as Fall approaches, as they are doomed. I would also go after Hewlett and even Compaq if they have a hiccup. But the big loser will be IBM, as there is nothing but accounting flim-flam there and the price is oh, so high. I could put them any day now.