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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: David Rosenthal who wrote (17975)	3/20/1998 12:03:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 70976

Dave - Obviously there will not be 30% growth in unit sales [of PC's] (estimated to be about 9% this year). Obviously??? In January, the last month for which there is data, there was a 30% growth in unit sales. Also, the financial analysts tend to twist numbers. For instance, when they talk about a 30% decline in sale price it can mean anything from a 30% decline from equivalent systems last year to average cost of a consumer PC to average cost of all PC's sold. Analysts will often twist the numbers to back their position. As Elmer would say - Be vewy vewy careful. Clark