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

To: Tony Viola who wrote (37590)	9/29/2000 12:57:59 PM
From: Gottfried	Respond to of 70976

Tony, I tried several symbols. Fry's ad in SJMN today shows Sony laptops at a lower price, maybe responding to Dell? G.

To: Tony Viola who wrote (37590)	9/29/2000 1:02:47 PM
From: Kirk ©	Read Replies (3) \| Respond to of 70976

Worse reaction so far to AAPL than to INTC last Friday. Straw that broke the camel's back? My take. High demand uPs from Intel were in very short supply early in the year. Dell, HWP, CPQ, GTW loaded up on inventory so they would have parts to ship. Now they are working off inventory as Intel has improved their yields and can ship more thus the PC companies can again shorter their WIP or even return to JIT manufacturing (higher margins with JIT so this is good news) HWP's Carly Fiorina announces that ``We're very comfortable with the estimates. Our European business is strong,'' Fiorina continued. ``Our ink-jet supplies business is strong. Our PC business is strong. Yes, we really mean it. Yes, we'll deliver it.'' dailynews.yahoo.com Lexmark and AAPL are doing poorly so it seems that HWP continues to gain market share, especially in Europe. Talk to kids and they LOVE to burn their music into CD R/Ws to play. HWP made a bet early in the year and added CD R/W to most of their PCs. Wanna bet most add a 2nd PC for their kids? I'm not a highly paid pro at a major firm, but it just doesn't seem that hard to connect the dots. Perhaps I have far more HWP shares than healthy since I worked there? 8) I HAVE heard from a friend in the business that he can buy fab capacity where before it was taken by cell phones. THAT does worry me a bit, but the process was not bleeding edge and I've head cell phones are switching to more features and perhaps a smaller feature size process and so the old process the cell phones are leaving now have capacity???

To: Tony Viola who wrote (37590)	9/29/2000 1:10:27 PM
From: michael97123	Read Replies (2) \| Respond to of 70976

Hey Tony, Lets get serious here. My nest egg is disappearing as did your redsox and as are the yankees. I thought that article posted over on the intc thread was encouraging--it certainly was an interesting take on the intc/msft/dell/hp situation (http://www.mercurycenter.com/business/top/000129.htm). It certainly makes the apple news much less significant. Apple and Kodak--one losing to the pc standard and one about to find out that film isnt going forward. And the market pays attention to them as if they are the future. My wife is a teacher and her school district switched from apple to dell this fall because of 1. price and 2. the kids all have pc's at home so why bother with apple?