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

To: gbh who wrote (57277)	4/24/1999 7:21:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Gary, Still got the sense of humor. However, it is no <g> that I think Dell and Gateway are using aggressive accounting, at best. I still can't believe you missed that story from England about Dell and the channel. It was the main news on the Dell and Compaq threads for a day or two. But the main thrust for Dell in the channel is to small businesses, and that has been a flop so far.

To: gbh who wrote (57277)	4/24/1999 8:35:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 132070

Gary, If everyone's losing their shirts in sub 800 and sub 600, why build the boxes at all? Emachines expects positive, if small, net margin. Having few employees is perfect; the real work is done in Korea while the US end does a little m&d. I predict they will never make it to IPO...if they do, they will never show a profit. I'll take that bet; I hope it works as well for me as those Dell puts.. <g> - mb

To: gbh who wrote (57277)	4/25/1999 7:57:00 AM
From: gnuman	Read Replies (1) \| Respond to of 132070

Gbh, re: eMachines If you've already seen this, it may bear revisiting. Emachines is merely the US distributor set up by Trigem, a leading Korean producer of PC's. From the article; <<Trigem Computer Inc., a leading personal computer maker in Korea, is in charge of manufacturing in conjunction with emachines. Trigem has been manufacturing on a 24-hour basis for the past five months, but it still is having a hard time catching up with demand. It appears that the more they make, the more they sell............. Why is it possible to cut prices so drastically? The major reason for that is a basic approach to "mass production of a few varieties of products." emachines and Proton, as well as Sotec, all share major components used for their products such as the motherboard, memory and hard disk drive. Depending on the product, they are simply making minor modifications, for example, on CPUs and the design of cases. Trigem's 1999 OEM sales plan for super low-cost computers calls for more than 2.5 million units in the United States and 250,000 to 300,000 units in Japan. If this comes true, sales shares both in Japan and the United States are expected to bring the company to the fifth rank.>> nikkeibp.asiabiztech.com

To: gbh who wrote (57277)	4/26/1999 10:36:00 AM
From: Earlie	Read Replies (1) \| Respond to of 132070

GBH: With respect to the attempts by Dell to enter the channel: I posted the comments from both the CPQ UK manager and the response by the Dell spokesman, also from the U.K., as they appeared in a British publication. I thought it was humorous. Did you not see this, or is more proof required? Your comments that eMachine will not survive make no sense to me, especially given the fact that they are flattening the opposition in the retail arena. Where do you get the idea that they will be unable to make money ? The company certainly disagrees with you as they state that they were mildly profitable last quarter. "And they are selling to computer illiterates." Your opinion? This is not what the stores will tell you. Many purchase them as a second machine. You are quick to challenge others for their unsupported comments, but this post has several assertions that are not supported. "They will never make it to IPO", Shall we make a bet on that? Best, Earlie