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To: Bob Kim who wrote (108898)	9/23/2000 2:27:50 PM
From: Sarmad Y. Hermiz	Respond to of 164684

>> Back then ML was looking for full year revenue growth of 33.8%, now it's looking for Michael Dell's publicly stated 30.0%. << I was referring to the 30% that was re-iterated by Dell. But regardless of the exact growth rate, my point is that Intel's perceived woes don't mean everyone in PC land is suffering from weak demand. Actually I thought a couple of months ago Intel could not keep up with the demand for its PC processors, and therefore 10% fewer PC's were built in Q2 because the box makers did not have chips, and other PC parts were piling up in the distribution channel because there were no processors to marry them to. By the way that perceived shortage of Intel processors was interpreted as healthy strong demand, which lifted intel shares from pre-split 100 to post-split 75 (=150). I don't understand why INTC returning to 40's is a big deal, except for the breakout buying style.