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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 231.35

+0.1%

Jan 21 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (119831)	3/9/2001 11:19:01 AM
From: Skeeter Bug	Read Replies (1) of 164684

>>US Bancorp Piper Jaffray analyst Ashok Kumar said he now believes PC unit shipments will likely tumble 20 percent in the first quarter from the fourth, meaning that unit shipments must rise a hefty 30 percent in the second half to generate growth. If not, it would be the first year in the history of the PC industry that the overall number of units shipped shrank.<< siliconinvestor.com sarmad, you ought to know that unit sales decrease is not necessary to crush everyone in the pc food chain. small growth can crush everyone b/c they all plan on 20-30% growth. good luck. i think you need it b/c the trend is shrinking eps and i don't see that trend changing while we work off this overhang of capacity created to support .bomb business models that never should have been.

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