Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Knighty Tin who wrote (57197)	4/24/1999 3:07:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

To All, Interesting article on the internut stocks: prodigy.excite.com

To: Knighty Tin who wrote (57197)	4/24/1999 5:24:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

To All, a note on the pc forecasts that Gene was kind enough to alert me to. I had seen the story before, but just skimmed it. Anyway, here is what it looks like: 1. A down quarter sequentially in units in the 7% range. I haven't a clue on ASPs this quarter. 2. The mighty direct sellers that are killing the mainstream players, now have a less than majestic 15% worldwide market share. A very weak model given the amount of time they have been running it and the weak players who used to be in the channel (Acer, AST, Dec, etc.). If they are killing the mainstream players, it must be with boredom. <g> They are doing their part to kill profit margins for everyone. 3. As I said in the note to Gene, I don't think Gateway's claim to 25% of the consumer market can be backed up by any real numbers. To give them the benefit of the doubt, the reporters may have made a mistake. 3.