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To: Skeeter Bug who wrote (123655)	4/13/2001 1:27:43 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

Bezos letter to shareholders: interactive.wsj.com

To: Skeeter Bug who wrote (123655)	4/13/2001 4:16:55 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

>> sarmad, you are lapsing in logic... >>WDC pre-announced more revenue ($530m vs $500m expected) and more unit sales than expected.<< the comparison should not be to "expected." it should be to last year. << Oh, c'mon. A lapse in logic, eh! Last year March Q was $516 million. This year $530m. So they're higher in rev and much higher in units, since unit prices are down approx 20 or 30%. >> i'm not convinced of this. i don't deny it, but i'm not convinced. we shall see, though. Oh, OK. Don't be convinced. I am convinced enough for both of us.