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To: Glenn D. Rudolph who wrote (8389)7/1/1998 9:12:00 PM
From: Mark Fowler  Respond to of 164684
 
They will get hurt; they're trying to copy the dell model and it isn't working for them. Dell is eating them for lunch.



To: Glenn D. Rudolph who wrote (8389)7/2/1998 1:46:00 AM
From: Dwight E. Karlsen  Respond to of 164684
 
Glenn, re CPU: I'm not going to predict what the stock market will do to CPU, but it's old news that in May, PC sales growth ground to a halt, like .4% year over year, according to Dataquest or some such a few days ago. If CPU gets crucifed for people waiting for Win98, CPU stock will likely be a good pick for being higher by end of year.


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