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To: michael97123 who wrote (119714)11/30/2000 2:05:35 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Michael - re: "Any idea on true impact of this on intc? How much of a slowdown built in? Dell reduced to 20% growth. I cant imagine their business being this bad. "

The facts may not be important - although there are absolutely clear signs that the PC business is in a glide path downward.

What is important is the perception that technology is dead.

Nearly every technology stock I follow has been slaughtered over the last 2 1/2 months.

Tomorrow, they will be RE-SLAUGHTERED.

Paul



To: michael97123 who wrote (119714)11/30/2000 7:46:28 AM
From: f.simons  Respond to of 186894
 
Dell reduced to 20% growth. I cant imagine their business being this bad.

Michael-

6 months from now, 20% growth rate is going to look pretty good. We have all gotten seriously spoiled.

Frank


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