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To: XoFruitCake who wrote (34624)3/17/1998 7:35:00 AM
From: Jason W. France  Read Replies (2) | Respond to of 176387
 
Man Wah Ma

very intreresting and valuable analysis, I little more verbose than the format I suggested (one sentence of less than 20 words for each of your top three points) but very interesting nonetheless.

The one point that caught my eye was the comment that the server mkt margins are collapsing. Let me ask you a question... what PC major manufacturer has the most to gain from this market enviornment and which one has the most to lose????

Jason