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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: RJL who wrote (27150)10/11/2000 10:07:32 PM
From: chic_hearne  Read Replies (1) of 436258
 
I think you underestimate their influence.

Intel only missed revs of $300 million, AMD could have taking a big chunk of this, but they came up short on revs also.

Companies directly effected by the PC industry are huge; INTC, DELL, MSFT, etc. You could also make the case that all the net stuff is dependent on growth, which directly relates to PC sales.

[I'm referring to giving the clowns a reason to buy this dip for a few days, nothing more except more fears materializing]
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