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To: WebDrone who wrote (24687)	5/9/1999 2:22:00 PM
From: Richard Habib	Respond to of 213177

Lau, still doesn't get the fact that the market has segmented. eMachines is doing well in their segment, Dell despite press is probably going to do well in their segments, Apple in theirs. ASP reductions are a concern to every player but a close reading of the stats would indicate that low cost computers has not hurt the major players nearly as much as the press and the market has assumed. CPQ is a company in trouble Web and the low cost computer is not the cause. Low cost computers have just created more opportunity for additional players such as eMachines. Rich