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To: calgal who wrote (162267)10/20/2000 2:53:27 PM
From: Sig  Read Replies (2) | Respond to of 176387
 
Now, now Leigh, no need to get carried away by actual PC sales numbers showing 15 to 17% PC growth when Kumar says 6%
Sig

<<<<Kumar predicted sequential PC growth for the third quarter would be about "half (Wall) Street's expectations of 12 percent. You have PC companies ramping up their capacity at the same time growth rates are slowing down, so you get significant overshoot (and subsequently) price wars," he said. >>>


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