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To: Activatecard who wrote (3587)	7/13/2000 11:54:00 AM
From: chic_hearne	Read Replies (1) \| Respond to of 436258

Not a chance of GTW missing. They will likely hit or beat by a small amount. The anticipated forward guidance is what's driving the stock now. It started to move on the day when Dell announced they were raising prices and GTW announced they were moving their consumer line to 50% AMD to help supply issues. GTW is likely to say they will be ready to meet back to school demand while Dell and co. are not. Also, I'm sure the AMD processors will give GTW better profits. It should be a pretty bullish CC. BWDIK

To: Activatecard who wrote (3587)	7/13/2000 12:16:47 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

i have no idea. i'm no specialist on GTW, except that i know that it is quite good at cooking its books (see Fleck's comment on their last earnings release - there were quite a few questionable items hidden in the farther reaches of the balance sheet). one must remember that the 20-year bull market and the ESOP pyramid scheme has allowed tech cos. in particular to play every accounting charade in the book...and some outside the book as well i suppose. the cookie jars are brimful...