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To: RationalX who wrote (35133)3/20/1998 10:27:00 PM
From: Jim Patterson  Respond to of 176387
 
re: <<this maybe the beginning of a vicious cycle if pc demand doesn't pick up. the other interesting topic worthwhile discussing is how large corporate buyers behave when they realize the market has tilted in their favor. I wonder if they can get IBM, DELL, CPQ and GTW to offer cut throat prices this quarter.>>

I don't know about GTW and DELL, but IBM and CPQ are going at it big time. CPQ is trying to reduce channel inventories. CPQ is still offereing big Buy-ins to the VARs. I think that is a little inconsistant with objective #1.

Jim