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

To: gbh who wrote (51555)3/11/1999 11:48:00 PM
From: Bill F.  Read Replies (4) | Respond to of 132070
 
they are at the back of the food chain.boxes get built but will they get sold.they aren't a leading indicator.they won't see the slowdown until it is well under way.but remeber the problem is too much capacity and aflling margins.bad for boxes no problem for msft.



To: gbh who wrote (51555)3/11/1999 11:53:00 PM
From: yard_man  Read Replies (1) | Respond to of 132070
 
It sounds like a revenue shortfall of 400 million to me. (Watch it be more.) How is that bullish?



To: gbh who wrote (51555)3/12/1999 11:55:00 AM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
Gary, Remember, MSFT sells into the channel. They are way up the food chain for guessing what pc demand really is. MB


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