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To: Jim McMannis who wrote (141939)	8/18/2001 8:13:48 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Jim, Re: "If HP gets out of the PC business the vast majority will simply walk over to another aisle and buy a Compaq, Sony or even an E-machines." I would think that the exit of a large supplier like HP would make room for the entry of someone else. There would simply be too much of a void not to be tantalizing to a few OEMs. wanna_bmw

To: Jim McMannis who wrote (141939)	8/18/2001 11:01:13 PM
From: Tony Viola	Respond to of 186894

Jim, >A lot of people simply will not mail order a PC. If HP gets out of the PC business the vast majority will simply walk over to another aisle and buy a Compaq, Sony or even an E-machines. Somehow, I get the feeling that Mikey will grab a lot of that business no matter what. He's taking no prisoners in this pricewar. Dell's server gain announced last week was astounding in the really flat server market. I wouldn't be surprised to see AMD get another IBM-like downer soon. TV