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

To: Knighty Tin who wrote (55607)	4/11/1999 2:15:00 PM
From: Eggolas Moria	Read Replies (1) \| Respond to of 132070

<<Gary, I see CPQ getting into $600 Celerys within the next two weeks. BTW, I also see AMD getting into the corporate sector. Now that the people who work at the cos. have an AMD box at home, it is a much easier sell. Also, if E-Machines can ever make enough boxes to satisfy retail demand, they will be monsters in the commercial market.>> Agreed on CPQ entrance, although I don't know timetable and 2 wks might be aggressive (but then, my estimated timetable so far has been greatly compressed). AMD thesis plausible, but production a question mark. EMachines: absolutely. Did you read the BW interview with Drukker? Some utility wants 20,000 units to give away to customers. IPO coming . . . funds for expansion coming.