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To: pater tenebrarum who wrote (40689)	11/24/2000 12:43:31 PM
From: Les H	Read Replies (1) \| Respond to of 436258

Dataquest putting out positive reports that server sales are rebounding. I didn't realize they were bad last quarter. Last month, they put out a report saying chip sales would be strong till '03, then two weeks later, put out a release about chip sales deteriorating.

To: pater tenebrarum who wrote (40689)	11/24/2000 3:15:40 PM
From: Oblomov	Read Replies (2) \| Respond to of 436258

wealth effect in action. I'm not convinced of this. The "wealth effect" is driven primarily by real-estate values. Of course, a depressed stock market will eventually work its magic on real estate. However, J6P doing his Christmas shopping at Walmart has marginal participation (at best) in the equity markets. But, I am bearish on many of the retailers for different reasons. Shipping costs have skyrocketed, and yet retailers do not have sufficient pricing power to pass costs along to consumers. The most sensitive retailers are the Walmarts, Targets, etc. that rely on supply chain management to stay price-competitive.