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

To: Knighty Tin who wrote (46799)	2/12/1999 5:36:00 PM
From: Peter Singleton	Read Replies (1) \| Respond to of 132070

MB, I think I've been pretty consistent since at least last August. On the big picture fundamentals, I believe there's a material probability that we're in the early stages of a global deflationary depression. While there are other scenarios I recognize are possible, I'd say the hard down is the most intellectually coherent. Still don't have a fix on the probabilities ... at least 10% for the global deflationary depression. With respect to the PC industry, I've been trying to sift through data as it's coming out. I'm not close to the industry like Earlie is, so I have to work with the kind of data sources I can gather in forums like this. My bearish outlook on the big picture doesn't require a bearish outlook on the PC industry right now, but if the PC industry has gone south, then that could easily be the trigger that would pop the equity market bubble. Peter

To: Knighty Tin who wrote (46799)	2/12/1999 9:58:00 PM
From: Knighty Tin	Read Replies (4) \| Respond to of 132070

To All, Pentium III looks like a dud for corporate sales. ZD Net reports that corporations are yawning at the PIII. Some quotes: "the only nice thing about PIII is that the price of PIIs may drop faster." "You only need this additional capability if you are playing games." Wait a second, that one sounded like me. But it wasn't. <G> "Even some pc makers are underwhelmed by PIII. 'We're treating this as a speed bump,' an official at Dell said." Looks to me like the PIII will appeal to games players and that's about all. And for consumers who have to have the new thing no matter how useless it is. For corporations, it looks like a dud. And this is Intel's future. <G> MB