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To: D. Swiss who wrote (160998)9/22/2000 4:24:50 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Drew,
Hi!!

RE: "Others not singing the tech blues"

Interesting comment here Drew...re:Today, Compaq released a one-sentence statement saying, "Our worldwide momentum is clearly continuing, and European demand is currently tracking within our expectations."

Let's assume DELL is doing just as well...I'd say Europe and DELL having the end of October to report as a possible upside surprise here...

Best, Kemble



To: D. Swiss who wrote (160998)9/25/2000 7:16:51 AM
From: Sig  Read Replies (1) | Respond to of 176387
 
Morning Drew:
Hang Seng and Seoul up over 5%. All Europe is in the black.
Did Kumar upgrade China?
Other signs of a declining PC industry....
<<< The Acer statement said it expected PC sales to China alone to grow by 200 percent on the year, making it the third largest notebook maker and the fifth largest desktop computer manufacturer in the world's most populous nation this year.>>>>
Sig


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