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To: Road Walker who wrote (42848)	12/19/1997 7:37:00 AM
From: Mohan Marette	Respond to of 186894

Intel invests in PC-TV's future. news.com

To: Road Walker who wrote (42848)	12/19/1997 8:18:00 AM
From: Barry A. Watzman	Respond to of 186894

In looking at the sales of under $1,000 computers from a company such as Compaq, it is important to differentiate between retail sales of PCs to individuals for home use and total sales, which for Compaq and Dell are probably more than 50% to businesses. I don't know of any businesses that are buying Presario 2200's with Media GX's. Such computers may account for 15% to 30% of retail sales, but, if we are to believe the post, less than 10% of total computer sales by Compaq.

To: Road Walker who wrote (42848)	12/19/1997 9:33:00 AM
From: exhon2004	Respond to of 186894

John: re <<Could all the media be wrong?>> You can't believe everything you read in the paper. BTW some additional anecdotal info to consider: Compaq has half a dozen pc's at Price Club with other manufacturers such as IBM and Packard Bell displaying another half dozen or so. Only one model is under $1,000. The clerk said the media gx did not include a monitor and sold poorly because most of his customers don't want to buy separately. Remember retail is just one channel.

To: Road Walker who wrote (42848)	12/19/1997 10:05:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

John, >>>I've read EVERYWHERE, from the WSJ to USA Today to Business Week to my local paper that virtually every other computer sold is under 1K. Could all the media be wrong?<<< It all kind of make sense. I'm sure the retail stores as well as their sales staff would rather sell the higher margined higher-end computers. No one advertises computers for $1001 but $999 ads are likely to increase foot traffic considerably. Although I'm not sure I fully approve, but there is surely some bait and switch tactics being employed. Sub 1k computers are more smoke than fire - nevertheless, the longer it takes to get the real numbers out, the more damage it will do. Mary

To: Road Walker who wrote (42848)	12/19/1997 11:12:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

John - Re: " from the WSJ to USA Today to Business Week to my local paper that virtually every other computer sold is under 1K. Could all the media be wrong?" I called Compaq directly. Do you thing those reporters never bothered to check with Compaq? Remember - only 15 to 20% of Compaq's products are shipped through the retail channel. Paul

To: Road Walker who wrote (42848)	12/19/1997 9:16:00 PM
From: Barry Grossman	Read Replies (3) \| Respond to of 186894

John, RE: "Could all the media be wrong?" It has been my experience whenever I have had inside knowledge of a story that became news that the media reported what they wanted to report and not what actually occurred. That is, the media seems to take a position on an event and then present the facts to the public is such a way as to support the position they've chosen and to ignore or belittle alternate positions. Biased news isn't news - it's just someone's fictional version of events. For example, tonight I heard Dan Rather on CBS say that "THE REASON why long bond interest rates have fallen SO MUCH is because of a flight to US Bonds by money from overseas." I noticed that he didn't say anything about inflation. One listening to the news might not think it had anything to do with it to hear Dan tell it. Don't you just love it when instead of telling WHAT happened, the media tries to explain WHY things happened after they happen - as if they know - which they usually don't. JMO. The subject gets my blood boiling. You picked a good day to play golf. Lots less stress, I'm sure. Barry