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To: Road Walker who wrote (102279)4/13/2000 11:50:00 AM
From: Harry Landsiedel  Read Replies (1) | Respond to of 186894
 
John Fowler. Re: "I think AMD results were a pretty good answer to GS's supposition that PC sales were slow."

Remember that GS's comment concerned corporate PC sales, while AMD sales go mostly to the consumer market, don't they?

That said I wonder if GS considered that the 1Q slowdown may have been due to the mid-Feb launch of Windows 2000, and MSFT may make up the sales in 2Q.

HL