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To: Jeffrey Beckman who wrote (10327)	10/19/1999 5:09:00 PM
From: SJS	Read Replies (1) \| Respond to of 14427

Got that one too! Great. They were supposed to report tomorrow, according to Briefing.com. Just out on CNBC: MSFT see's slight upside to next quarter. Incredible. They often guide DOWN, now they're guiding slight up! RFMD beat by 1 cent, but they're down in the aftermarket. I am waiting for TXCC now. Thean: SEBL did great. Steve PS: Why the heck are they quoting me on CNBC regarding the fallacy of using less memory in DELL computers to curtail costs? I wonder if those guys read these threads <g>. Frankly, DELL problems are a direct result of the inventory-less model they've adopted. When times are good and there's no shortages, DELL's model works. When you get a shortage, their JIT production model gets dinged. Steve