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

To: Eggolas Moria who wrote (56978)	4/22/1999 2:31:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

gary, in context, the rising of ibm's asp doesn't mean anything other than if you raise prices you will lose money. big money! basic economics at work - a class brg missed.

To: Eggolas Moria who wrote (56978)	4/22/1999 3:06:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

Gary - (I wrote a very long response to this message and my ISP decided to disconnect before I hit the send button. Oh well . . .) I have that happen all the time, but surprisingly, just re-connecting the ISP without closing the browser has always worked without losing anything. Rgards, Don

To: Eggolas Moria who wrote (56978)	4/22/1999 6:25:00 PM
From: BGR	Read Replies (2) \| Respond to of 132070

Gary, Thank you very much for your post! 1. DELL is not presently capable of similar activity, but aims to be there in future. What is more important to me at least is that there is ample corporate demand. 2. I was afraid of the same. IBM's results tell me that they have not eroded margin substantially via price cuts (unless they could hold the server prices steady while improving unit sales substantially, which I doubt). One less worry for DELL. 3. Valuation is best left to the market IMO, but I know that many in this thread disagree. 4. As for Emachines, GTW just reported that its consumer business has never been better. I find this to be very significant. I have evaluated the Emachines boxes and have found them to be a rather bad deal over the long term when you factor in support. Of course, the first time buyer could have missed that, but apprently that has not been the case. Which is very good news IMO. 5. IBM going into direct sales could go up in smokes just as CPQ's effort did. I fail to understand how IBM can prevent its channel from revolting, unless it abandons it altogether, in which case DELL has a tremendous headstart. And, it is clear from recent announcements that IBM is not going to bleed money to maintain market share. 6. I do agree that the next 24 months is going to be very interesting. -BGR.