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To: MonsieurGonzo who wrote (1552)	12/16/1997 7:27:00 PM
From: Jurgen Trautmann	Read Replies (1) of 11051

"The long and winding road", Steve. This is now: Impact of Asian-markets-crizis about 0,7% for PC-companies. This was enough for "us" investors to send Dell 5% down?! Would YOU have sold today only because some Japaneses let you wait another day? Anytime you must declare me what's going on with American mentality. (Of course, I'm responsible for the drinks :) This will be next year: PC-markets will grow '98 15% worldwide, 21% in US. (IDC) Intel's "II"-strategy will grip next year when lowrange-boxes will be equipped with Pentium-II. Hard times for socket-7-sellers. DVD will surge. Last chance to sell your videorecorder. Merced could become a strange problem for all Unix-manufacturers. This will be next millennium: Cable-companies will lose ground against satelite-companies. Traditional TV-manufacturers will die out. Winners '98: SAP. Intel. Boeing. Say goodby to: DEC. Oracle. Novell. Cyrix. 3COM. Steve, IMHO there IS no cause to worry - if you don't have too many shortterm calls. :) I'm tired - we have 1:26 here, and we're working like dogs the hole day. Tomorrow more uptrend, Steve, I promise! Jury

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