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To: Bucky Katt who wrote (9407)	8/17/2001 4:03:35 AM
From: BW	Read Replies (2) \| Respond to of 13094

re: DELL and Sears I'm not sure about the numbers from Dell, how their sales break down to consumer/business pc's, but I don't know anyone who has bought a Dell lately. All of my "self employed" associates who do multimedia of some sort, build their own pc's or use Mac's, the rest of my computer friends are savey enough to not buy a system out of a box, and just about everybody who upgrades does it piece by piece. They might be selling a good deal to some businesses, but I got to think the average consumer will only be buying 1 of these every few years. I sure as heck wouldn't buy one. Had to get a humidifier for a sick one over here, so I went to Walmart today. It was packed with back to schoolers, about 10 lines filled w/ 3 or 4 people each. I'm not a fan of W-Mart, its a quick fix, had 3 brands of humidifiers, all made in China, ended up with something from Honeywell, LOL. Its a college town here, Go Gators!, plus all the elementary and high schools, means a lot back to school buying. Stopped buy my local in and out taco joint, packed as well, asked about the biz, he said they've been slammed all week. You know the Domino's pizza who delivers to my place is the busiest in the wolrd! :0 Next time I order a death wheel I'll ask the manager how things have been. Here's a couple that have pooped onto my radar - VIBC - regional bank, 52w/k high, nice weekly chart siliconinvestor.com CCK - containers - huge float, but hay, everyone needs packaging. siliconinvestor.com Boyd

To: Bucky Katt who wrote (9407)	8/17/2001 12:31:55 PM
From: James Strauss	Read Replies (3) \| Respond to of 13094

DELL... The PC business is very low margin at this time... Gross margins are about 17%... It's pretty hard to squeeze a net profit out of that... marketwatch.com The router business has improved for them... Of course, they are working off a low base relative to CSCO... I would imagine they'll try to grow share there... That will probably start another price war with CSCO and IBM... Those margins will come down putting a damper on that sector... The restaurant and retail store head count is a good way of gauging current economic conditions... Another way is to see how fast you can catch a cab... In weaker economic times fewer people ride cabs... Jim