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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (8181)	9/5/2001 3:26:05 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hi Elmatador, <<The reason for HP and Compaq joining it is to squeeze the pee out of their suppliers of motherboards, peripherals and other computer-related stuff in Asia. Watch out, Jay!>> Not so fast. There is a big huge difference between the PC industry and the auto boys, and that is there is already a huge concentration of bargaining power grabbed by parts suppliers (75-85% of motherboards made by 3-5 outfits, … disk drives, …, fans), and some large assemblers can easily be fashioned into huge assemblers, overwhelming HWP+CPQ+?. I take your bet for the beer, and state HWP+CPQ will try to turn into a full service company, fail, gurgle, drown, and leaving the ocean scape to Dell+Legend, some Korean/Japanese combination+IBM. Chugs, Jay

To: elmatador who wrote (8181)	9/5/2001 4:48:47 AM
From: smolejv@gmx.net	Read Replies (2) \| Respond to of 74559

>>The reason for HP and Compaq << was not to squeeze somebody else's family jewels. Twas their own balls who got caught between the wall of fixed costs and the stone of diminishing revenue. So instead of shrinking separately by 50% they'll make two halfs one whole. But you know what happened to Humpty Dumpty. My heart bleeds for Bill and Dave - after having done ZUSE, IBM 1340, CDC Cyber, HP 9518 was the first personal machine for me in the 70s. Re beer - I take your bet on. What about U kalicha, Na bojishti? 5PM? After the war? (for the unread reader, Im quoting from Schweik, specifically his shouting dialogue with Pan Vodichka, while being marched away again to yet another jail. Plus I understand Elmat is currently consuming beer in Prague). dj