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To: Cirruslvr who wrote (11420)	10/4/2000 4:24:27 PM
From: Cirruslvr	Read Replies (3) \| Respond to of 275872

Blame it on the scapegoat, Europe. "Through the first two months of the current quarter, Dell's European demand has been weak and growth in sales to worldwide small-business customers, though much faster than the industry rate, has been somewhat short of internal plans." dell.com

To: Cirruslvr who wrote (11420)	10/4/2000 4:26:48 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

Cirruslvr, RE:"Dell might have screwed up Jim's prediction. ;)" yeah, the revenge of Mikey Dee... I guess it's too much to hope for the markets seeing a Dell-Intel problem here... We'll see..

To: Cirruslvr who wrote (11420)	10/4/2000 4:29:55 PM
From: Gopher Broke	Read Replies (2) \| Respond to of 275872

Re:Dell warning I think Dell are going to have to do some serious thinking about the Athlon now. If it turns out that the other OEMs do OK, and particularly that AMD and Gateway do well, then Dell's shareholders are going to start querying Dell's near fanatical insistence that Intel is the only source of CPUs. But then again, the Titanic could not sink so there was no need to use the lifeboats. Speaking of Titanic, how is Merced these days? Don't hear much about it. Dell probably think that server revenues from it will save their next quarter. One thing is sure, those P4 revenues won't. Hehehe.