To: Mark Oliver who wrote (7118 ) 9/22/1999 11:46:00 AM From: Sam Read Replies (2) | Respond to
Mark,really bad, or actually good in disguise (the quake may slow production, but prices will rise or at least stabilize). He thinks Apple was lying about MOT not delivering enough G4 chips (MOT itself said Apple knew how many they could deliver, and there was no shortfall as alleged, they got what MOT told them they would get), that actually there has been a slowdown in sales of I-Macs, and they are covering it up. I agree with your criticism of his use of WDC, I was even thinking of sending him a note saying essentially what you said in your post, that their problems are partly sector problems but partly of their own making and shouldn't be used to exemplify problems of demand in PC-land. In fact, it seems to me that demand is not the problem in PC-land, overly aggressive pricing is, the same problem that drives have.
