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To: ajbrenner who wrote (51424)	8/16/2001 3:40:03 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 275872

AJ, Re: <So far I haven't exactly gotten the desired result....> We're looking at AFTER Dell's announcement, also HWP. Dell & HWP are also coming back a little, as is Nas. Some short covering? Just a little bounce after dropping ~10% in the last two days? I'll be all ears tonight. (I'm figuring HWP's PC biz is dead meat & that while Dell will make their targets, as announced on July 19 for close of quarter Aug. 3, they are going to guide down.) tgptndr

To: ajbrenner who wrote (51424)	8/16/2001 4:03:37 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

ajbrenner: Looks like we got our rogue PM rally...Market expecting positive report from Dell with all those P4 sales?

To: ajbrenner who wrote (51424)	8/16/2001 5:57:23 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

AJ Re: <INTC puts> It looks like we may be OK. Dell LOST money, came in light on revenue and warned that next Q sales will be down up to 5%. There's normally an increase going from Q2 to Q3 but they stuffed the channel(How do you do that with a direct, build to order sales model?) HWP made a little, but their CC was pretty rocky. Carly is swearing that they are in the PC biz to stay. I think she's fibbing a little, since HWP just brands other people's PCs, BWDIK. tgpndr