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To: Elwood P. Dowd who wrote (86582)11/10/2000 12:00:38 PM
From: Night Writer  Read Replies (3) | Respond to of 97611
 
El,
I think we are going to see a new sector leader crowned next week.

CPQ growing with super computers down to iPaq hand held devices.
IBM declares death of the PC again yesterday, and announces slow growth.
Gateway builds stores and concentrates on PC services.
Dell now trying to focus on more then just the business PC. Lacks high end products.

Now who is the sector king?
NW



To: Elwood P. Dowd who wrote (86582)11/10/2000 1:23:30 PM
From: Jim McMannis  Respond to of 97611
 
RE:"Anyone else see Michael Dell on CNBC moments ago? He looked quite tired, worn, and generally haggard, was very subdued, and appeared to have gained about 20-30 pounds. Unlike past CNBC interviews, this time his words didn't budge the stock. Tee time 11:30. I'm outta here! El "

I don't think he's enjoying the Gore stock market rally...

Jim