Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Earlie who wrote (82418)	7/19/2000 1:20:52 PM
From: vince doran	Read Replies (2) \| Respond to of 132070

Earlie - how do you reconcile your findings with Gateway's 32% increase in consumer segment sales? They have no channel to stuff.Could you be seeing further disintermediation as the remaining non-direct big oems get more so? Cordially, Vince

To: Earlie who wrote (82418)	7/19/2000 4:19:39 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 132070

IBM beat @$1.06; revs a touch light. I can't wait to see it. -mb

To: Earlie who wrote (82418)	7/19/2000 4:50:56 PM
From: Mephisto	Read Replies (1) \| Respond to of 132070

"In general terms, the consumer PC sales that are taking place, tend to be either at the very top of the line (not very many) or the very bottom of the line (not enough to make it worthwhile)." Have you considered that lower prices allow the home user to move up to the inexpensive workstation? When my husband's PC finally died, he moved up to a (SUNW) Sun Microsystems workstation, one of their cheaper models. And it wasn't easy to get. He had to wait a month or longer because of demand. He found the price reasonable. Eventually, I believe he will replace our old 486 CPQ Presario with Sun. Cheers, Mephisto

To: Earlie who wrote (82418)	7/19/2000 5:25:54 PM
From: Saturn V	Read Replies (2) \| Respond to of 132070

Hi Earlie, I have lurked and followed your well researched and clearly written posts on the status of the US White Box PC manufacturers. However for more than two years you have used the status of the White Box PC as an indicator of the health of the PC and semiconductor industry. And for two years your conclusions about the demise of Intel and the semiconductor have been dead wrong ! Remember the chip industry and the PC business are not the US White Box PC business. The PC business at Dell, Gateway HP and others has been booming and growing for the two years in question. And the rest of the world continues to buy PCs in droves. The reasons for the demise of the White Box in USA are obvious. The price differential between a name brand PC, and the White Box is so narrow, that most people do not want to touch a White Box. My organization bought 70-80% black boxes 4 years ago. Now it is zero. I am sure that the same story is being repeated world wide. Learn from your mistakes. You have been the blind man who grabbed the tail of an elephant, and was told that he had grabbed an elephant, exclaimed that "elephant is a snake". You have an excellent reading on the US White Box Business, but you have poor visibility on the worldwide PC and semiconductor industry.

To: Earlie who wrote (82418)	7/19/2000 5:34:30 PM
From: Knighty Tin	Respond to of 132070

Earlie, Great report. It seems to be backed by IBM's quarterly lie. <g> They aren't even faking the sales numbers any more, just the eps.