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

To: Skeeter Bug who wrote (61546)6/6/1999 4:51:00 PM
From: Don Lloyd  Read Replies (1) | Respond to of 132070
 
SB - (...1. what makes us believe that we are going to have a HUGE 80%+ drop
in unit demand two years out and, if this pans out as PLANNED, isn't
this a total disaster?...)

You meant to say drop in unit demand _growth_, right?

If you take the numbers at face value, it would seem to indicate a 1999 restraint, followed by a catch-up in 2000 (not knowing what 1998 was).

In any case, it calls for an very aggressive gain in market share going forward (25% to 33% to 38%).

Regards, Don



To: Skeeter Bug who wrote (61546)6/7/1999 11:41:00 AM
From: Knighty Tin  Respond to of 132070
 
Skeets, It is both amazing that the planners never consider such concepts and that when they present such forecasts to analysts, most of them accept them as gospel truth. <g>


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