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To: John F. Dowd who wrote (91087)	10/27/1999 11:45:00 PM
From: Harry Landsiedel	Read Replies (2) \| Respond to of 186894

John F. Dowd. Re: "I am amazed that anyone can put a negative spin on pent up demand for PC's and servers and INTC coming out with the greatest product cycle they have ever been involved in." Why are you amazed? After all the ENTIRE Federal Reserve Open Market Committee has CONVINCED the ENTIRE stock and bond market that inflation has reared it's ugly head! BUT (and I repeat) BUT---NOBODY CAN FIND IT! So there we have it: The PC business (Cutting back orders because INTC swamped, INTC having manf'g. difficulties, Y2K cutbacks) and Inflation. TWO DOGS THAT NEVER BARKED! Go figure. HL

To: John F. Dowd who wrote (91087)	10/28/1999 10:10:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, I agree with your post, except: It seems that their biggest problem is 820 and from what one can gather around the various boards the 820 problems are strictly mechanical in nature and are soon to be worked out. Mechanical? I don't think so. Hundreds of "unconfirmed" articles say it's probably a high speed signal transmission problem associated with having more than 2 RIMM slots on a mobo. Hardly mechanical, unless you consider even electrons as being mechanical. I guess they are, when you think about it. Oh, the fix may be mechanical, as you remove all evidence of the third RIMM footprint on the mobo. But, no, it's 99 and 44/100% pure that the problem is not what you'd call mechanical. Tony