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To: t2 who wrote (121118)	12/7/2000 2:40:21 PM
From: Hightechhooper	Read Replies (1) \| Respond to of 186894

t2, I listened to the call also. Did you hear Peckerhead trying to tell them that they must be wrong? Too bad NSM has no credibility whatsoever. Even the fed lowers rates I know all these ANALysts will begin upgrading. I think most of them are now expecting the bottom to be in Q1 (if this is only an inventory correction) with some possible spillover into Q2. It seems to me that in order for this to be more than an inventory correction the fed would have to leave rates unchanged. I can't see them doing that with growth slowing, energy prices falling, stock market down, bond market telling them they need to ease, credit getting too tight too fast, etc. etc. They may be late to act (like 1998 but they will act IMO.

To: t2 who wrote (121118)	12/7/2000 2:44:13 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

t2, >NSM's conference call----PC market may not be as bad as Gateway may have lead us to believe. That is the sense I got from the National Semiconductor cc this afternoon. Problem is that NSM's exposure to the PC market is miniscule compared with a lot of other companies we know. Actually, IDC's report that came out today is not that bad at all (the one that says Asia and notebooks are helping hold the thing together). Thing is, in this kind of market, the street is believing the Apples and Gateways more than the IDCs, CPQs and Intels.