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Politics : Formerly About Applied Materials

AMAT 235.13

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3:59 PM EST

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To: Stefan who wrote (29443)	4/9/1999 10:35:00 AM
From: Tony Viola	Read Replies (3) of 70976

Stefan, Quiet comforting to hear from Michael Dell about his believes. ''I believe that industry demand is strong and healthy,'' Michael Dell told analysts attending the meeting. Since when he is talking like an analyst? Isn't he a CEO of DELL? If he is then he should know if the demand is or is not strong. He should not talk about his believes of PC demand but should talk about how the orders are shaping out. He also guided the analyst not to raise their estimates. I guess we have to believe everything is OK at DELL.<G> Sounds like you're questioning the definition of the word believe. Next, will you question the definition of is? Also, if he could speak for the entire PC industry, instead of just what's in Dell's vision, he probably could speak as you wish (or don't wish). But, he can't, Not even Mikey.

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