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To: Bill Harmond who wrote (109295)	10/1/2000 8:44:16 PM
From: GST	Read Replies (3) \| Respond to of 164684

William "PC's are a small part of IT spending". The Nasdaq had its worst September since the exchange was founded. Lets stop pretending that the market views the recent spate of warnings as purely company (Apple) or industry (PC)specific. Whether or not we are staring into the jaws of a meaningful slowdown in earnings growth in the economy as a whole is in question -- and how long such a slowdown will last if there is to be one is also in question. But perhaps it is time to stop playing dumb games about whether or not these things are in question -- any idiot can see that by now.

To: Bill Harmond who wrote (109295)	10/4/2000 5:18:40 PM
From: Jerry A. Laska	Read Replies (3) \| 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.<< Message 14490787 wh, Well, now Dell has warned (because of Europe) despite those assurances just last week that everything is fine. Here are Michael Dell's comments just a week ago. Things change fast, huh? biz.yahoo.com biz.yahoo.com I think Mark had it right here and it's not just about too many grape-colored computers(see reply). Message 14476935 jerry