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To: Steve Lee who wrote (26963)	1/29/2000 8:55:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

Regardless, that doesn't seem to be what Compaq sees going forward, and I think they are the largest PC manufacturer worldwide. FWIW, I think Dell has also cut growth estimates. JMHO.

To: Steve Lee who wrote (26963)	1/29/2000 9:43:00 PM
From: rudedog	Read Replies (2) \| Respond to of 64865

Steve - No one with an ounce of sense who has been anywhere in this business can question the rapid decline in growth of the PC market either from a units or revenue perspective - the unit growth has gone from 100% per year in the early '90s to 15% in 2000... and decline in ASPs may well provide negative revenue growth over the next few years.