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To: HammerHead who wrote (926)	7/17/2000 4:44:46 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Hummie - Re: "it's post-Y2K syndrome, heard all the software companies got crushed? " Software ? Who's talking software? Have you read this? news.cnet.com While hardware companies are suffering some seasonal sluggishness, demand for servers helped Compaq Computer and Dell offset slowing consumer PC demand. Other PC makers also are managing well, despite slower consumer sales. Overall, most companies will meet or beat expectations, the Merrill Lynch analysts predicted. "We believe that Dell is experiencing strong demand in the U.S. corporate market in the July quarter, especially on the server side," Fortuna said. Dell also is expected to post strong education sales, particularly selling notebooks and PCs equipped with wireless networking, where it competes with Apple.