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To: Les H who wrote (111210)	7/4/2001 2:53:38 PM
From: Dr. Jeff	Respond to of 436258

<<<<motherboard market recovering>>> What nonsense! If that's true, it has absolutely NOTHING to do with end demand picking up.

To: Les H who wrote (111210)	7/5/2001 12:56:14 PM
From: ild	Read Replies (2) \| Respond to of 436258

Les, Have you seen any info on how well Intel is selling P4 CPUs? Have businesses started buying P4+RDRAM? The way I see the current PC situation is that "Nuclear Winter" may have settled for good. I think it was Fleck who called this "Profitless Industry". Just by looking at HDD manufacturers I know how bad it can be. Do you think I'm too pessimistic?