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

To: gnuman who wrote (73386)	1/12/2000 8:41:00 PM
From: Knighty Tin	Respond to of 132070

Gene, The problem for Gateway was not totally one of supply. The higher prices of components while their sales prices declined also hurt. But they could not hold prices with every retail distributor having stuffed warehouses. Unit growth at retail in November, according to PC Data, was up only 11% on desktops and 18% on notebooks. So demand was the biggest problem. People would buy, but only if the prices were down. Also, the fact that the 5 best selling notebooks were non-Intel machines was not due to Intel not supplying chips. So, I think Gateway is simply blaming Intel to try to put a floor under its doggy stock so insiders can dump it before they tell the truth. One certain piece of evidence is that Gateway also blamed lousy business sales, where they have almost no large corporate customers. That is grasping at straws.