Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

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Nov 14 9:30 AM EST

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To: Tony Viola who wrote (28861)	3/4/1999 8:54:00 PM
From: Robert	of 70976

Tony -- I must respectfully disagree. How can you say "the PC slowdown is BS"? We have seen Ingram Micro and the other big distributors warn/report horrible earnings. But you say it is just the old model of distribution -- everything is direct now. So then we have the DELL miss and the CPQ and MUEI warnings. So the problem extends to direct too. Throw in the CompUSA warning tonight, and I just wonder where all this strength is you see. Even COMS said in their warning that the problem was NOT company-specific. You have almost every pundit on the Street worried sick about the PC Sector, but yet you are so certain that "The PC slowdown is BS." How can you be so sure? If anything, I think it is the BEARS who can claim victory on this one. Plus, this great PIII chip is simply the PII chip with new multimedia instructions. Just like from the Pentium Pro to PII. NOT a big deal, and certainly NOT a sea change worthy of massive delays in purchases. At the very least, you must acknowledge some uncertainty in PC land if you are at all honest in your analysis. -- Robert

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