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To: Mary Cluney who wrote (51531)	3/29/1998 1:28:00 PM
From: Fred Fahmy	Respond to of 186894

Mary, <And, if did just make it up - will this statement be repeated over and over again?> Yes....isn't that how it works <GG>. Unfortunately, many people who can't think for themselves read these articles and believe them verbatim. BTW, did you ever notice that DELL (the most successful PC company in the world and currently the most profitable) is selling most of their systems for well above $2000. Also interesting that they only sell Intel systems. Perhaps no one has told them that $1000 PC are taking over the universe. FF FF

To: Mary Cluney who wrote (51531)	3/29/1998 4:16:00 PM
From: Harry Landsiedel	Respond to of 186894

Mary Cluney. Re: "Did he get this information from a respectable source (Paul Fiondella for example). Or did he just make it up?" Probably made it up. Then Fortune picks it up and runs a story, "The squeeze is on for PC makers." It's called piling on. For balance take a look at the WSJ story on Friday how HP's PC deal with a swedish union turned into a flood of orders. The union made a deal to supply their members with PCs. The normal price of $2500 ($1,000 more than in the U.S.) left PC's sitting on the shelf. The union deal resulted in 8,000 orders for PCs in the first week. In 7 months the number is 58,000 orders. That represented 33% of all the PCs sold in Sweden in 1997. (Talk about elastic demand!) Everytime there is a hiccup in this industry, these guys come out of the woodwork about a slowdown in demand etc. etc. I just keep reminding myself that PC penetration is now around 3% of the world population. I don't know how high is up, but it's substantially more than 3%. HL