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

To: Earlie who wrote (71916)	12/16/1999 4:14:00 PM
From: Nadine Carroll	Read Replies (1) \| Respond to of 132070

Earlie, I don't think we are really in disagreement -- you are saying that the hardware side of the game is in glut, while I am saying that enterprise re-architecting is booming. These are different statements and are not really contradictory to each other. If we are both right, then the boxmakers and business resellers should be in toilet for Q4, though server sales will be up sharply (at least in units, not in dollars if the glut is bad enough). The boom will be limited to middleware software cos., consultants, and data warehouse and enterprise reporting vendors. Did you see that KPMG just reported that their consulting income was up 32% year-over-year?