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To: Rob S. who wrote (37149)	4/24/2001 12:59:58 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 275872

Rob, The light at the end of the tunnel will be the parts buys for the back to school computer buyinf for both schools and students. This will lead into the general end of year runup to xmas. the time for those parts to get ordered is looming and this general upsurge in consumption will boost the B2B ratio closer to and even above unity. That drop to .64 was just the JIT systems reacting. just as quickly they will order more parts when they see they need them. Big systems buuilders like Cisco will also see orders appear once the glut has been worked through. That might take 6 months, most of which have passed now, so they will see the need to build some of their products versus sell from inventory. Also new products are still being qualified and will replace older stuff, 2-3 years old....lost of that out there. So I see a better view than you do more quickly. Bill

To: Rob S. who wrote (37149)	4/24/2001 8:02:59 AM
From: niceguy767	Respond to of 275872

Rob S. "And Dell's nice results masks the fact that they did well by virtue of lowering prices to the detriment of their competitors rather than because of an expanding overall market. Where is the "light at the end of the tunnel"? " As Dell is very much like a subsidiary of INTC, would it not be reasonable to assume that INTC "sweetheart deals" are the major determinant in Dell's prosperity? Like INTC, Dell is now exceedingly vulnerable should the P4 remain stalled out at the starting gate...If the P4 can't fly, that'll prove uncontestably that "pigs" can't fly...(Perhaps there was a degree of subtlety to Mr. Sanders' recnet "pig" reference)