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To: Tony Viola who wrote (119638)	11/29/2000 6:41:55 PM
From: Eric K.	Read Replies (1) \| Respond to of 186894

Tony-- I'd certainly like to be optimistic. But, there was also ALTR-- though admittedly programmable logic is not quite adjacent to pcs. More importantly, the earnings season is still a month away, which leaves plenty of time for additional mischief. Maybe it is just confined to consumer desktops. As a certain class of people like to say, "We don't see a near-term catalyst." -Eric

To: Tony Viola who wrote (119638)	11/29/2000 7:37:17 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Tony, Gateway is far too much retail PCs and essentially nowhere into web or any other kind of servers. When you (and I believe John Fowler) comment on Gateway as being primarily retail, do you mean just their retail stores or retail + direct, or are you saying retail = consumer PCs? It seems to me from various reports that Q4 will be weaker than expected across the board, with only possible exception being the server market, since I don't recall any info of a slowdown in server area. But my WAG is that the servers are more evenly spread across the year vs. consumer market being heavily Q4 weighted Joe