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To: Don Green who wrote (72933)	5/15/2001 12:59:53 PM
From: Jdaasoc	Respond to of 93625

Don: Recent reports from distributors Tech Data and Ingram Micro were not optimistic regarding demand I was checking this morning to see have was going on with Intel and AMD CPU's sotck levels at Ingram. A one word description to summerize it is, bleak. I am not going to paint any doom and gloom sernarios out there but PC's are just not moving IMO. Stocking levels of AMD Athlons are high and no major new orders appear to be in the pipeline to be shipped to Ingram. Intel CPU are aalso on the high side but it appears that even more product is coming Ingram's way. I would have to predict that agressive price decreases are going to continue form Intel until small businesses and mom and pops bite off a new PC sale. PC sales are surely not coming from large businesses that are laying off 5-10% of their employess. MSFT is doing it's part to try in foster new PC sales by pushing up the release of Windows XP to Oct. They are telling all business customers that Windows NT and Windows 98 are now obsolete platforms and to expect the "new" existing platforms of Windows ME and Windows 2000 to be on the scrapheap by the fall. It is going to take some really good economic times to drag people away form their current desktop computers. john