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To: Patrick E.McDaniel who wrote (27678)1/15/1998 1:24:00 AM
From: John Chen  Read Replies (1) | Respond to of 176387
 
Patrick,re:"bears soon". DELL will drop 4 63/64 at least because of
analysts worry about 'future prospect', 'revenue slowing down',
'margin erosion', 'uncertainty' and 'price war'.

Talking about war, 'Saddam is not cooperating'.



To: Patrick E.McDaniel who wrote (27678)1/15/1998 9:06:00 AM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
Patrick, In terms of chip sales I think we are the ones who is having trouble,not SE.Asia,not Japan,certainly not Europe,but us.It never ceases to amaze me how things turn out.

Here is excerpt from,well I don't recall from where!May be IDC
__________________________________________________________________

<<<The association said November sales were off slightly from October in all regions except in Europe, where sales grew to almost $2.7 billion from about $2.5 billion a month earlier.

November chip sales in the Americas fell 0.2 percent to $3. 97 billion from $3.98 billion in October.

In Japan, November chip sales fell 1.1 percent to $2.71 billion from $2.74 billion in October, and in the Asia-Pacific region, sales slipped by 0.1 percent to $2.730 billion from $2. 732 billion in October.>>>>