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Politics : Formerly About Applied Materials

AMAT 257.02

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3:59 PM EST

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To: Tito L. Nisperos Jr. who wrote (33447)	12/8/1999 10:33:00 AM
From: Tony Viola	Read Replies (1) of 70976

Tito, not to shoot the messenger here, but check the headline of that article: " Worldwide 4th-Quarter PC Shipment Forecast Cut to 17% by Intl Data Corp. Should have said 4Q99 shipments predicted to rise 17 percent from year ago quarter, or something, which the body of the article stated. Scared me for a minute. 18% increase YOY predicted for 2000. Of course, he says shipments, which should mean units, not revenues. However, I wouldn't bet on anything when the author is careless like this. Looks like cell phones, other hand held devices and Internet infrastructure (communications) chips will be the big movers into next year, PCs chugging along. Tony

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