SI
SI
discoversearch

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.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: fingolfen who wrote (154271)1/8/2002 11:53:51 AM
From: Tony Viola  Respond to of 186894
 
Of course, what was that company that has the highest growth rate... pretty much at the expense of every other PC manufacturer... Oh yeah... DELL... what's their CPU supplier model again?

People are definitely buying Dell, Dell and more Dell. Gateway may be becoming a victim in the industry consolidation process. Lots of companies jumped into the PC market when it was in its strong growth period. It might come down to just 3 or 4 good sized OEMs, similar to what happened in the auto market. Dell is acting like Ford did when they intro'd the Model A and then the Model T. Gateway may end up like a Hudson, Nash, Kaiser/Fraser, maybe a Chrysler. Nissan, which was very strong for quite a while is losing tons of money.