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Politics : Formerly About Applied Materials

AMAT 238.43

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10:48 AM EST

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To: Stefan who wrote (28775)	3/3/1999 1:38:00 PM
From: Tony Viola	Read Replies (3) of 70976

Stefan, >>>" PC sales are slowing down 3COM is warning for the rest stay tuned."<<< Two PC companies have now said they think the PC market "froze" waiting for the Pentium III. In my experience, this does always happen when a major new chip comes out. Also, 1Q is typically the slowest quarter for PCs. So, we had a double whammy. We'll have to wait and see on the PIII effect. It's out now (got on a few at Circuit City and Fry's this weekend), so we shouldn't have to wait long. Tony

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