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Politics : Idea Of The Day

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To: Jerry Olson who wrote (31170)	4/13/2000 8:30:00 AM
From: Lee	Read Replies (2) of 50167

Hi Jerry,..Re:.the pundits are talking about bad PC sales... Sure seems fishy to me that we have BAD PC sales in the face of AMD earnings and INTC making a $6b investment in Fabs!!! Something ain't right! I'm loading up on more PMCS! <gg> How come they are throwing out the good ones with the bad ones? PMCS has solid earnings, highest ROIC, huge backlog, and on and on!. Have not been sorry yet buying it on any insane dips! <g> We're stuck in a Residence Inn because our house is getting painted so imagine my surprise this morning when I logged on (24.4 boo hoo!) and saw 51 or more messages on Idea! I knew you had to be at work! <g> Also, Ike's right about the spreads, everything is working against Alan and crew from diddling with rates any more! Including election year politics! <G> What a predicament! But opportunity everywhere in predicaments? Noo? Got some MOT calls right before had to leave the IDSN line at home! Just a tad early but should be ok. This place we're staying doesn't get CNBC so I'm spared the hype but it's slow going getting news at 24.4! Spoiled we are! Qcharts on 24.4!!! It does work though! Have fun today!, Lee

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