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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (37574)	9/28/2000 11:41:56 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Same $ value. I guess Dell figures the Canadian market can suck up any surplus DVD-ROMs; or perhaps Cdns are motivated more by material goods; whereas US citizens may be more motivated by hard cash. <g> Take care, Ian.

To: Gottfried who wrote (37574)	9/29/2000 8:15:26 AM
From: Dr. Mitchell R. White	Read Replies (2) \| Respond to of 70976

Hi Gottfried! (No, I'm not dead. Yet. <g>) I'm consulting at Dell these days, so I knew the reductions were coming; but of course, I couldn't let the cat out of the bag! Oh well. It's certainly good news to the consumer, but I don't quite know what to make of it for Dell, and on the larger stage, what it means for chips and electronics generally. It appears that AMAT is still going hard, but there are way too many signs out there that some kind of slowdown is in progress; I'm concerned how much longer the equips will press. It's clear their stocks are well off their highs in any case; current AMAT price is much below where we sold back in March, and we didn't come anywhere near to catching the top. Dell's stated reason for the discounts (lower component costs) indicates to me that the shortages predicted earlier in the year simply aren't there, not in memory or processors or peripherals. If that's true, then I think I'll retire to my bomb shelter and wait this one out.... Mitch