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To: rudedog who wrote (48763)6/23/1998 2:57:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
Rudy, the one thing that gives me pause about your analysis is that all of the companies that entered the sub 1k consumer market had serious problems this last quarter. On the other hand, both Dell and Gateway had good quarters. Perhaps this is more a reflection of the strength of direct selling and superior inventory management, but I believe that the cheap consumer market also has a lot to do with it.

TTFN,
CTC


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