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To: Thomas M. who wrote (50347)	3/9/1998 10:37:00 PM
From: Jay	Read Replies (1) \| Respond to of 186894

re "GTW grew mega in 1996, and mini in 1997" OK, OK I agree - the PC industry seems (at least for the near term) to be in trouble. The main thing that interests me (as a long) is the following: Andy G, Bill G and M. Dell are probably a lot smarter than most other CEOs around. Are they going to sit by and let things shrivel up and die?? Is Win98 going to be a "must-have" upgrade? My feeling is that it isn't. So what is going to propel people with Pentium 100+s to upgrade in the near future? A higher bandwidth connection to the Internet may not be enough IMHO (I have a T3(?) connection at work and I feel it doesn't force the use of a faster CPU). IMHO if Java-based web-apps become more prevalent there will be a compelling need. But with Netscape floundering who is going to spearhead the Java movement? Any and all opinions welcome.

To: Thomas M. who wrote (50347)	3/9/1998 10:52:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

<You regard 5% yty growth "good", meaning it is good given the crappy industry conditions. -g- GTW grew mega in 1996, and mini in 1997.> Actually, I see it the other way around. I see 5% growth as good considering the phenomenal Q4 they had the year before. I also consider it good vs. what was expected (i.e. beating estimates by 31%). I also consider it good considering they were coming off of a tough quarter. I'm not arguing that times are the best for the PC makers. Obviously there are currently some excessive downward pressures on ASP's and therefore earnings. However, to characterize last year's industry conditions as "crappy" is a rather large exaggeration given that the two biggest pure PC players DELL and CPQ grew yty earnings 90% and 37% respectively. As for this year....admittedly we're off to a rough start. FF