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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (55091)	4/10/1999 2:23:00 PM
From: DRBES	Respond to of 1583558

HMMMMMM? "The sky is falling, the sky is falling!!!" Where have I heard that before? DARBES

To: Tenchusatsu who wrote (55091)	4/11/1999 3:16:00 AM
From: Ted Foster	Respond to of 1583558

>>I'm personally more optimistic, holding out hope that Dell took some sales away from Compaq and IBM. But you never know; the Asian crisis that hit last year might look tame compared to what could happen this year. << Perhaps, the tides do change. But looking at 4Q98, it is more likely that CPQ took something away from Dell in the corporate desktop market based on IDC and Dataquest. Because Dell has a different (better) reporting period with January already behind it, they may be okay, especially if the dip was only seasonal. This anti-CPQ bias is a little bemusing, given that all of CPQ's corporate desktops currently run on INTEL chips and CPQ is still the biggest buyer of their chips. Ted