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

To: Michael Bakunin who wrote (52198)	3/16/1999 1:48:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 132070

"However, this is about their chances of growing EPS. In a cutthroat price war, those chances dwindle." Heck I think it would be neat to see a price war. VBG "Because it doesn't deserve its next-generation designation, and the market knows it. You will point to 0.18 mu, I to K7. " Look the government and marketing people need to be able to pinpoint your computer. I am sure the NSA, CIA and other government agencies will find this feature very useful. Meanwhile, in China, R&D is underway to make sure this feature is permanently disabled. VBG " You will point to 0.18 mu, I to K7." Yep! Jerry's company is the wave of the future. "Reduced margins will crush EPS growth." Yes it will crush the EPS of the competitors. This is an inventory turns game so if DELL can produce enough volume they can actually offset the impact of price cuts on their EPS. You are viewing this from the "old batch manufacturing" model. JK