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To: Sam Bose who wrote (146438)11/3/1999 7:22:00 PM
From: T.R.  Read Replies (1) | Respond to of 176388
 
Could it have been Apple or was he referring to competitors using the same platform?

Tom



To: Sam Bose who wrote (146438)11/3/1999 11:09:00 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176388
 
Sam,
Hi!!
RE: Michael mentioned 5 PC names, can think of four: IBM, HP, Gateway, and Compaq.....who was the fifth?

Here is what he actually said: "THIS IS A MARKET WHERE THE EFFICIENT WILL NOT SURVIVE. I BELIEVE THAT ONE OF THE TOP FIVE PLAYERS IN THE PC MARKET WILL DROP OUT OVER THE NEXT SEVERAL YEARS."

Who do you think he was referring to Sam?

Best, Kemble