Gilpin: This is a US$200 billion business that sells about 130 million machines each year. Even if the business model isn't perfect, won't a recovery in demand help all of these companies?
Alexy: A lot of companies have deferred spending, so a pickup in demand will help.
If spending comes back, corporations will upgrade their machines. That will help Dell, because they do about 85 percent of their business with corporations. And it will also help Compaq, because they are so exposed to the commercial end. But it won't help Gateway, which is heavily aimed at the consumer market.
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