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To: Road Walker who wrote (111321)	9/26/2000 8:23:38 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

John, RE: I'm certainly not convinced that demand will be strong in the 4th quarter, as I've said before. But I don't know, wish we had more facts instead of opinions. Of course, when fact has replaced opinion, a lot of the opportunity will be gone.

To: Road Walker who wrote (111321)	9/26/2000 9:30:17 AM
From: Bipin Prasad	Respond to of 186894

I'm certainly not convinced that demand will be strong in the 4th quarter, as I've said before. But I don't know, wish we had more facts instead of opinions. Here's one fact: So far US pc demand is strong. MUEI's earnings shows that - PC unit shipments for the quarter increased 36% sequentially ... --------------------------------------------------- Micron Electronics (MUEI) 12 3/8: PC maker reports Q4 earnings of $0.24 a share, $0.15 better than the First Call consensus of $0.09, vs year-ago earnings of $0.14; revenues rose 50.1% to $499.96 mln from a year-ago of $333.07 mln; PC unit shipments for the quarter increased 36% sequentially and 29% compared to year-ago.