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To: TGPTNDR who wrote (51433)	8/16/2001 3:58:21 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"(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.)" Yoouse a smart man. I bet they won't be chanting "Carly, Carly, Carly" either... unless they say "Get rid of"... Another 7-8 figure buy out...at shareholder expense. Jim

To: TGPTNDR who wrote (51433)	8/16/2001 4:23:48 PM
From: Tony Viola	Respond to of 275872

(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.) Maybe not. Initial words from CNBC that HP may be OK on their earnings. Beat by a cent, but also near the upper end on the revenue range, and see sequential up revenues for next quarter. Carly said channel partners saying things looking up, or something like that. C'mon Dell! Don't own either, but these two in the same day could move the market, one way or t'other. TV