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

To: Earlie who wrote (48286)	2/22/1999 2:15:00 PM
From: Tim McCormick	Read Replies (1) \| Respond to of 132070

NEWS FLASH- CNBC declares correction over for fourth time in four hours. Bear mocking has begun. Not only is the correction over but there is no chance a bearmarket has begun. BUY! BUY! BUY! Tim

To: Earlie who wrote (48286)	2/22/1999 2:34:00 PM
From: gbh	Read Replies (2) \| Respond to of 132070

Now of course, it is below $1,000 and the customer is carting more with him as he exits (printer, scanner, etc). Earlie, please tell me which top 5 (or even top 10) pc vendor currently has an ASP below $1000? Also, the printer/scanner etc. bundle typical in today's "consumer" offerings, isn't realy free is it? Isn't the retailer the one actually offering the bundle (at some adder price), and really just pushing the sale through at what is some lower overall margin? Some of the PC producers (Dell, especially) now include their sales of routers and servers in calculating ASP. As these are larger and more expensive machines, it makes the reported ASP look better. Is DELL a good example hre? They haven't been selling "servers" very long anyway. And I guess I don't see the problem with averaging servers into ASP. DELL (or anyone) would love nothing better than to sell 100% of there machines as servers. And BTW, DELL doesn't sell routers. Maybe you meant something else. While it is not yet officially confirmed by a Dataquest type organization, it is obvious that the PC industry did experience net negative revenues for 1998. By the way, this year will be MUCH worse. I don't think it has to be confirmed. It is pretty obvious that industry revs shrank. If you can, please quantify how much worse this year might be. Thanks. Gary

To: Earlie who wrote (48286)	2/22/1999 3:15:00 PM
From: Eggolas Moria	Respond to of 132070

Thanks, Earlie. I'll be looking at the data as it comes out this year. I find the numbers a bit soft for a lot of reasons, but since I'm not particularly heavily invested in this area, I'm not greatly concerned. Yet. For a high-octane approach to investing (Prozac recommended), see: moneycentral.msn.com Not my approach, but interesting nevertheless.