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To: kemble s. matter who wrote (132698)6/14/1999 8:41:00 PM
From: Bill F.  Read Replies (1) | Respond to of 176387
 
kemble-corporate pc spending is unequivocally NOT accelerating. the problem will get worse as we grind toward year end .also there is simply too much capacity to make pc's .if dell can pull off what you expect ,great,the only question is how much to pay for it.i myself don't think they can and expect them to miss eps estimates but we will just have to see what happens.cheers,bill



To: kemble s. matter who wrote (132698)6/14/1999 10:03:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 176387
 
Of course the
misperception from folks like you is the problem...
:o)


No, that's the opportunity. :^)

Ian.


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