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To: Tony Viola who wrote (124153)1/4/2001 1:26:36 AM
From: Amy J  Respond to of 186894
 
Hi Tony, RE: "but that's just one isolated place. "

Silicon Valley is one of the few cities whose economy is so directly linked to the Nasdaq. Feels like S. Valley is a leading economic indicator.

Regards,
Amy J



To: Tony Viola who wrote (124153)1/4/2001 4:57:01 PM
From: Road Walker  Read Replies (4) | Respond to of 186894
 
Tony,

I listened to the Best Buy December sales conference call. They said that PC desktop sales were soft with flat ASP's, but I was really surprised when they said that not only were notebook sales showing strong growth, but that they were 1/3 of computer purchases.

Can't hurt.

John


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