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To: SJS who wrote (15860)	1/4/2001 6:40:30 PM
From: t2	Read Replies (2) \| Respond to of 24042

You've really got to get your facts straight. There were tech stock warnings. But you're right. DELL didn't warn, CSCO didn't warn, or AMAT. Steve, I do have my facts straight. A lot of the warnings you noted were coming from companies that have stocks trading way way below their highs. In addition, I remember of the list you gave was from this morning. To me the ones that matter are the ones that move the markets. An Intel warning would hit the stock market but then again...maybe it won't as so little is expected of the December quarter. Investors will be more interested in the outlook anyways. I guess you are short the market.<g> BTW--Monday is going to be the real fun day!

To: SJS who wrote (15860)	1/4/2001 7:00:14 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 24042

AMAT, CSCO and Dell end quarter on January 31, so theoretically they can preannounce. Dell almost certainly will worn. On the other hand they have advantage of week $ vs. Euro during December and specially in January. At the end of November Euro was 0.82 $. During December gained steadily up to 0.92. Today is 0.95. So Dell will have benefit of weaker $ over two months by average 10%. I guess Dell sales in Europe is about 35% , so stronger Euro would push top line by 2% (Dec, January), AMAT and CSCO make contract mainly in $.