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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Thomas M. who wrote (26483)3/7/1998 5:18:00 PM
From: yard_man  Read Replies (1) | Respond to of 132070
 
What a gem!



To: Thomas M. who wrote (26483)3/7/1998 6:19:00 PM
From: Knighty Tin  Respond to of 132070
 
Tom, That one hurt my belly. So, it wasn't the market going to sub $K boxes, it was Compaq endorsing them. As if the buyers wouldn't have gone with generic, or PB, or AST or ACER or Monorail or somebody else if Compaq hadn't been there. -g-

The simple fact is, you gain market share or you die. Then you gain market share withtout a profit margin and you wish you were dead anyway. That is a commodity market.

To keep prices high, you have to have new features on the expensive boxes that make buyers drool. Right now, I notice a lot of clean chins, especially among business buyers. MB



To: Thomas M. who wrote (26483)3/7/1998 9:37:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
tom, boy, that analysis is timely. nothing like news after the fact. but, he's the guy who used q4's growth over q3 to "prove" intel was growing when q4 to q4 showed no growth. when i called him to the carpet he defended it! worst of all, he may be the smartest person on the thread ;-)

i know, i know, read the book. i'm not going to as i'm busy and don't see the benefit of reading about a character that spouts such nonsense.

feel free to paraphrase, though. ;-)

btw, did you notice his snafu again? cpq created the sub $1k market b/c they wanted to. ha, another joke. without the sub $1k market pc sales would have actually declined, imho. demand growth has steadily fallen in spight of the cuts. the boxmakers had no choice. nobody was getting cute. too much supply and too little demand.

but then paul never did understand that concept.