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


To: Tim McCormick who wrote (57298)4/25/1999 12:14:00 PM
From: Knighty Tin  Respond to of 132070
 
Tim, It was a great article. Little facts like IBM's sales being off 20% from 4Q were somehow overlooked by the tech bulls. And the fact that that was twice the usual seasonal dropoff.

Note that Dataquest only 2 boxmakers had unit shipments up sequentially from 4q, Dell and Hewlett. This boom is kind of silent. Overall, units are down about 7% this quarter. <g> I don't know about revenues yet, but ASPs are definitely down for the industry.