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To: marginmike who wrote (4068)	10/2/2002 2:51:03 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 10157

well I am not betting on Dell, its just that if I had to pick a winner, NOW it probably would be Dell.

To: marginmike who wrote (4068)	10/2/2002 5:03:30 PM
From: KevinThompson	Read Replies (1) \| Respond to of 10157

Also, I would be very careful about anyone looking to DELL to help pull us out of this glut of inventory buildup. Today AMD guided lower for its third quarter sales outlook, saying it continues to be hurt by weakness in the personal computer market. I know DELL does not use AMD, but in the end, that won't matter. DELL was very fortunate this quarter, but the fact remains, there does not exist the growth demand for personal computers that there once was. AAPL and HPQ can attest to that fact.