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

To: IceShark who wrote (48832)2/25/1999 10:47:00 AM
From: wlheatmoon  Respond to of 132070
 
GTW and DELL don't want to die a quick death. It will take more Ipecac before these guys will hurl in public. DELL heaved a bit in the last few weeks. GTW is just dumber and the one synapse in place is held by a spirochete. When this one synapse goes, there will be a plunge into the abyss.

mike



To: IceShark who wrote (48832)2/25/1999 10:48:00 AM
From: yard_man  Respond to of 132070
 
GTW is flip-flopping around for a new business model ... I think they all go down hard within a month, probably lot's sooner ... there's so much overhang in the channel -- what can they (CPQ, IBM et al) do? CPQ and DELL can't get creamed without taking GTW down too, IMO ...

Perhaps they get one more tout ... I'll exchange POS puts and for more puts on the boxmakers if they do ... this is really a rare oppty.

It is different this time ...


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