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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (64558)	7/14/1999 1:16:00 PM
From: put2rich	Read Replies (1) \| Respond to of 132070

<<Latest trip suggests that the PC environment is an absolute disaster>> Maybe the PC sales on international or at least Asia will be up big? (just my guess) Regards,

To: Earlie who wrote (64558)	7/14/1999 1:42:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 132070

earlie, do you have a link to pc rev growth, or the lack thereof? tia...

To: Earlie who wrote (64558)	7/14/1999 2:06:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 132070

>>Latest trip suggests that the PC environment is an absolute disaster. << Specifics? Where did you travel? bp

To: Earlie who wrote (64558)	7/14/1999 2:34:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Earlie, I give Intel kudos as an internet sector mutual fund, but they are getting creamed as a chipmaker. <g> Any tidbits gathered on your travels on the recent rise in DRAM? I think it is totally an inventory holdback like the last three years, as demand is still pretty stinko. Or, my sources are just out of touch. But I see mfg. kicking out more bits while folks are screaming shortage. <g>

To: Earlie who wrote (64558)	7/14/1999 5:26:00 PM
From: PaperChase	Read Replies (4) \| Respond to of 132070

Oh please, give me a break. There is absolutely no factual credibility to your statement of Intel's numbers being "a complete mess". If you want to see a complete mess then look at AMD's numbers...that's how I define a mess. And when Dell reports we'll again see how you and MB are mistakenly judging the leaders (Dell, GTW, INTC, MU) by the problems of tomorrow's shake-out losers. Gee Earlie, stop hanging out at Comp-USA and Ingram when gathering opinions. I have always appreciated your contrarian insight but I think you have fallen into the same trap as MB, and Bill Fleck- by being universally negative about this industry and by becoming entrenched in your opinions. That's no way to make money, IMHO.