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To: Paul Engel who wrote (74069)2/19/1999 1:49:00 PM
From: Tenchusatsu  Read Replies (2) | Respond to of 186894
 
<In summary, he sounds like a tape recording of Tom Kurlak.>

Didn't I say before that this Danny Lam guy is a "virtual Kurlak"?

Tenchusatsu



To: Paul Engel who wrote (74069)2/19/1999 2:02:00 PM
From: Chris Carlson  Read Replies (1) | Respond to of 186894
 
Paul,

True, very true. Interesting that someone apparently so well respected would have such a seemingly outmoded view.

He really only cites the potential growth of the PC market and determines that the US is tapped, even while acknowledging the explosive potential of China and India wrt the PC.

Who has the capacity to supply those markets, I wonder?

Much, much room for error and miscalculation in his analysis, in my opinion.

Chris


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