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To: pater tenebrarum who wrote (43084)	12/1/2000 5:56:59 PM
From: re3	Read Replies (1) \| Respond to of 436258

Message 14927865

To: pater tenebrarum who wrote (43084)	12/1/2000 5:58:21 PM
From: NOW	Read Replies (1) \| Respond to of 436258

These comments by MSFT CFO seem remarkably like a pre-prewarning: Message 14920181 "So far for the quarter we’re in it looks like we’re on track. The biggest wildcard between now and the end of December is really holiday demand for consumer PCs. The business PC demand appears to be about where we thought. The real wildcard is, is there an effect on consumers from the stock market correction, from the general notion that we could have a soft or hard landing, and do they reduce their spend after the Thanksgiving season going into the holiday season for personal computers principally at retail or buying online from consumers"

To: pater tenebrarum who wrote (43084)	12/1/2000 6:00:43 PM
From: NOW	Read Replies (1) \| Respond to of 436258

By the way: where is Earlie; i miss his "guidance"

To: pater tenebrarum who wrote (43084)	12/3/2000 7:27:37 PM
From: chic_hearne	Read Replies (2) \| Respond to of 436258

and then there's the old investment gains game which INTC has been playing...their remaining portfolio of tech investments is in tatters. as Chic has mentioned, that's reverse leverage in action now. The numbers are staggering: Q4 1999 - $425 million Q1 2000 - $725 million Q2 2000 - $2.3 BILLION Q3 2000 - $900 million I'm not positive these numbers are totally accurate, but they are at least close. What's more interesting is to look at the trash they sold over this time. This will give you a pretty good idea of whether or not these gains have any hope of repeating.