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

To: Ramsey Su who wrote (51069)	3/9/1999 8:42:00 PM
From: Timothy Liu	Respond to of 132070

I think there is a consensus that small players get squeezed out. Balance sheets of these companies do show decent top of the line growth.

To: Ramsey Su who wrote (51069)	3/10/1999 1:09:00 AM
From: SDNA	Read Replies (1) \| Respond to of 132070

Ramsey... You are missing a major point! You may have a point if those were the only players in the market. Remember that white box makers own around 40% of the market as of the end of '98. So some companies may be losing market share to those big boys!

To: Ramsey Su who wrote (51069)	3/10/1999 9:42:00 AM
From: Eggolas Moria	Respond to of 132070

Good question. I suspect that the answer is that we are talking about apples and oranges. For example, in DELL's last quarter, servers and notebooks accounted for 37% of sales, yet they don't count in PC sales. When Dell mentions its overall growth, it is talking about all revenues.