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To: Cory Gault who wrote (74991)	3/19/2002 6:32:25 PM
From: combjelly	Respond to of 275872

"Very similar to what happened in the aerospace industry." Not really. The aerospace industry started with a few players, it quickly mushroomed to a bunch, and then it got whittled down to only a few. The PC industry started with one (IBM), grew slowly to a few, mushroomed to thousands, and there is no sign of that stopping. In fact, the percentage of the market that is serviced by the small players has steadily grown for the past 15 years, not declined as you normally see. It's a totally different market. Of course, Congress may change that, but until then...

To: Cory Gault who wrote (74991)	3/19/2002 10:12:29 PM
From: Dan3	Respond to of 275872

Re: IBM, Dell and HPQ will be the only significant HW players once it is all said and done. Very similar to what happened in the aerospace industry. Whitebox sales are growing - the ultimate un-consolidation of the industry. The one thing that does appear to be happening is that Dell is pretty close to being able to tell Intel what the prices of Intel chips are going to be. AMD sells to a bunch of distributors and sells some chips to Compaq, HP, Micron, and a few other OEMs. What percentage of Intel's sales are controlled by a single customer, Dell?