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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Larry P. who wrote (38686)	12/8/1998 9:04:00 PM
From: Shane M	Respond to of 132070

This semi-equip article from the "Blood" thread is much in line w/ this threads thinking. Message 6735240 Shane

To: Larry P. who wrote (38686)	12/8/1998 9:52:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Larry, Not really, given that direct sellers are 20% of the market and channel sellers are 80%. I know that MUEI and Gateway are sucking wind worse than the retail guys. Dell is another story. They have cancelled some orders from suppliers and frozen hiring, but I don't yet have a handle on whether this is the quarter they hit the wall. Some of the order cancellations may just be getting rid of one supplier and going to another. But guaranteed that Dell isn't big enough to pick up the slack in the industry if everyone else is doing poorly, even if their #s are great. MB