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


To: Knighty Tin who wrote (51158)3/10/1999 12:55:00 PM
From: Eggolas Moria  Read Replies (1) | Respond to of 132070
 
"The good news this quarter is that the major vendors seem to have inventory discipline." (SSB report by Gardner)

Summary:

"We believe that the confusion in the PC space this quarter is a combination of soft demand and increasing competition in the corporate arena. Net , net, all of the major vendors are attempting to grow at above market unit growth rates at the same time that demand has softened." (Gardner)

Succinct, that.

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