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To: Bill Harmond who wrote (108736)9/22/2000 1:37:57 AM
From: GST  Read Replies (1) | Respond to of 164684
 
William: "Because of the Intel news?" Yes, I would say INTC is a pretty central player in the computer industry -- wouldn't you? If I had to predict the performance of the industry as a whole, the dominant component supplier would be a better indicator than a downstream boxmaker. If INTc is slowing and DELL is not, there must be a boxmaker or two out there preparing to swallow some teeth.