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To: Kerry Phineas who wrote (29401)	3/4/1998 8:12:00 PM
From: johnlea	Read Replies (2) \| Respond to of 53903

great thought process kerry. you ought to be a goldman sachs analyst ;-). send them your thread so they can come out before the bell with a strong buy recommendation based upon the logic you put forth. mu could gap up. btw, i take it you are either long or want to go long. good look in whatever you financially.

To: Kerry Phineas who wrote (29401)	3/4/1998 8:41:00 PM
From: Skeeter Bug	Respond to of 53903

kerry, problem is, cpq has stuffed the channel with boxes that can't sell and they already have dram in them. that means cpq isn't buying any more goods for awhile ;-)

To: Kerry Phineas who wrote (29401)	3/4/1998 9:11:00 PM
From: TREND1	Read Replies (1) \| Respond to of 53903

Kerry you wrote <<LD, if INTC lowers the prices of their processors it stimulates demand for personal computers, which results in more sold and ergo more MU inside. Also, there it makes an increase in the average megabytes per machine more likely. They're the most expensive part of the box.>> Kerry But CNNfn had a person on today that says he has talked to INTC and that the number of units are down in North America and Europe and INTC told him they do not know about Asia yet ! This was very important news. Larry Dudash