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To: Harry Landsiedel who wrote (148340)11/15/2001 6:11:11 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Harry, how have you been? A couple of bits from the Dell CC.

1. They gained share last quarter across all products and all regions vs. their competitors. Of course nothing new here.

2. Said 80% of all desktop shipments are now P4. Keeping an ear out for more P4 remarks, but broadcast just died.

16 cents a share predicted again.

See overall market flat in the next quarter, but see themselves continuing to gain share. Didn't sound that good there.

Intel's webcasts, etc., continue to be far and away better than anyone else that I try to listen to. CC back now but I missed beginning of questions.

Tony



To: Harry Landsiedel who wrote (148340)11/15/2001 7:19:16 PM
From: Paul Engel  Respond to of 186894
 
Harry - Re: "Gee, whatever happened to those MOT-APPL-IBM promises touting the new power processor that was going to dethrone Intel"

Well...I recall some Apple commercials from a few years ago with a Pentium II atop a snail - and a Steam Roller crushing some Mobile Computers with Intel inside.

Other than that, Apple is expanding its market share - in a negative direction - from maybe 12% when the PowerPC was launched - down to about 3% today.

Paul