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To: Tony Viola who wrote (72960)	3/2/2002 1:20:52 PM
From: peter_luc	Read Replies (1) \| Respond to of 275872

Gil Russell: Industry Forecast This is from Van's Hardware Journal: "Posted By Van Smith Date: March 2, 2002 Industry insider, DRAM expert and all around good guy, Gil Russell shared his tech sector forecast with us a few days ago. We value his prognostication skills since he has been uncannily accurate in the past. Here are his thoughts: (...) The bottom was hit in the third week of November with conditions improving at a rather steep 2.75-3.0% per month through at least February. March will be an interesting month as the tech sector will literally explode. The confluence of several factors now indicate that March will be the beginning of a fairly steep ramp in the tech sector..., corporate IP departments will begin to start buying and who have been nearly absent from the market for nearly 18 months..., consumer's need to upgrade as older systems are incapable of adequately supporting Windows XP..., the China market is heating up and will constitute a very healthy percentage of total sales. These factors when combined indicate that the overall industry is inadequately invested to take advantage of the growth potential now surfacing..., in a word "Shortage". (...) See vanshardware.com Sounds good! Let's hope he is right. Peter