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To: milan0 who wrote (63846)	11/16/2001 4:21:00 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Langlois: Wow! Fact: Dell's grasp of the markets is more accurate than yours<g>. I won't argue further on that one! I'd have to say I agree with maui_dude on this one. Why would Dell have any appreciable insight into a) the white box market, and b) markets where they have no presence (e.g. China). Is it unlikely to assume that Dell's conclusions of flat industry shipments are based on their own expectations? -fyo

To: milan0 who wrote (63846)	11/16/2001 4:47:04 PM
From: maui_dude	Respond to of 275872

Mike, Re : "Because, on my Yahoo screen, Intel's P/E is 57." The same yahoo screen say AMDs PE is 30 and the same yahoo screen on its research page have -ve earnings for AMD for this year as well as next. Would you still believe everything you see ? Re : "Maybe also because Dell, who made the comment referred to in my post, sells more(!) Intel CPUs than AMD's? And Dell's big business market is also Intel's strong hold, isn't it?" Dell may be 'all intel'. But the converse is not true. So, by that logic, Intel would have better understanding of world business. However, Dell being an OEM is one step closer to the end-user and may be better understanding of the end demand (but only where they supply). So, maybe there are 2 valid data points to base the conclusion on. Re : "Wow! Fact: Dell's grasp of the markets is more accurate than yours<g>. I won't argue further on that one!" You have not listened to Intels webcast from 2 weeks ago. Have you ? This is exactly what they (and the analyst who analysed their comments) said then. Intel said, they are seeing extraordinary success through the white box maker and anemic growth through the large OEMs. They talked a lot about how their relationship with the white box maker over last many years is now paying off, etc. It is possible that Intel is wrong and Dell is right. But, you should entertain the possiblity that Dell may be wrong. Maui.