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To: Pravin Kamdar who wrote (51435)	8/16/2001 4:03:11 PM
From: Jim McMannis	Respond to of 275872

RE:"Regarding Dell's report today, I wouldn't bet any money that they will say anything negative about the outlook. They will be in lock-step with Intel's propaganda regarding the P4 ramp. If it does not sell through, Dell will just give a warning later in the quarter and claim that the seasonal uptick just didn't materialize" Don't you know? Dell and Intel are "heros" to the Analysts. They are doing well while the rest of the market crumbles...they are the last bastion of truth and the American way and can do no wrong! lol When the Analysts want to hear something good, they just ask Craig and Mikey! Jim