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To: Steve Fancy who wrote (2435)	9/21/2000 6:34:58 PM
From: zbyslaw owczarczyk	Respond to of 3891

Steve, I would better stick to Aby Cowen, see her positive comments about market on cnnfn. I read that INTC by guiding 6-8% growth for Q3 from Q2 was given the most optimistic forecast for Q3 in 5 years..... If they gave 5%..... ON the other Dell said today that PC sales will be strong in 2nd half. Many chip makers like PMCS or ADI were recently predicting very strong Q3-Q4 and 2001. Where last 10 years was driven by PC, the next one will be driven by telecommunication and broadband. That has been known for some time. INTC is too PC dependent. Zbyslaw