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

To: Teri Skogerboe who wrote (17982)	3/20/1998 4:43:00 PM
From: Clarksterh	Respond to of 70976

Teri - Do you still have your source on this. I ask because I haven't seen that figure (PC Sales in January) cited recently. BK posted an article sometime in the last month, but along those lines here are some interesting articles: Article which sales unit sales are very brisk and cites 30% number: techweb.com Article that says there is no slowdown in PC sales. Compaq and Intel woes are due to an inventory correction caused by a desire to increase turns: techweb.com Article where Morgan Stanley predicts a 12-14% slowdown in semi equipment orders for 1998 vs 1997: techweb.com Clark