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To: GST who wrote (109243)	9/29/2000 7:13:03 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Do you believe PCs represent the "tech universe"... wouldn't you call that rather old world thinking? In 1994 IBM was crashing but Oracle was booming so its not like this hasn't happened before. Even in 1998 when amazon tripled in a month software crashed unmercilessly so thats a more recent example. All I know is b2b is booming and my stocks are actually going UP.

To: GST who wrote (109243)	10/1/2000 6:34:46 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

PC's are not the GNP, and there have been assurances from Compaq and Dell in the wake of Intel's warning that sales are OK. I don't know who SCI builds for (Apple maybe?), and I don't don't how SCI's warning applies to shipment volume (the Euro is down 15% in the past four months, which is the PC industry's secular growth rate now...before Dell takes added share), so in dollar terms sales in Europe could look flat with unit volume actually strong....even compared to the pre-Y2K PC spending bubble. PC's are a small part of IT spending, and growing smaller. I personally expect PC's to lose out to other Internet appliances as access devices over the next few years (hence my investment in Nuance, Phone.com, SignalSoft, Tvia, and not Intel). The real boom is at the network level, both at the core and at the edge.