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

To: Knighty Tin who wrote (51030)	3/9/1999 7:55:00 PM
From: Eggolas Moria	Read Replies (2) \| Respond to of 132070

IDC just raised it's estimate for 1999 PC shipments to 14.1% in Q1 and 14.3% for the year 1999. But, they see revenue rising 4.8% to $178.4 billion due to lower ASPs. "Vendors that will benefit from strong consumer growth include Compaq, Gateway 2000, Inc., eMachines Inc. and Apple Computer Inc., IDC said." Source: Bloomberg Business News

To: Knighty Tin who wrote (51030)	3/9/1999 9:41:00 PM
From: Jeff Leader	Read Replies (2) \| Respond to of 132070

I'm curious why you think EMC is a loser in the pc collapse. My understanding (perhaps out-dated?) is that the bulk of EMC's sales is to the Unix and mainframe markets. I believe EMC is simply out-executing IBM and others in those markets.