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To: twt who wrote (6664)	4/2/1998 7:55:00 PM
From: Jaroslav Skrenek	Respond to of 19080

Perhaps it's just a coincidence, but before the last analysts' meeting, the stock was also drifting lower. It only started to fly when the word (and the analysts) got out.

To: twt who wrote (6664)	4/2/1998 8:17:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 19080

Dear Wee: Saw that too and also thought the same. If the drop is due to that and the data base business is sound then this would be a good buy on the dip point as NC is not what is going to make or break this stock. It does reaffirm what many of us have said all along that the cheap desktop will be the NC. JF Dowd

To: twt who wrote (6664)	4/2/1998 11:45:00 PM
From: lml	Read Replies (1) \| Respond to of 19080

Yeah, this is what those "braintrusts" over on The Motley Fool Evening News attributed the sell-off today. The only problem is that this news was released early in the day, & the stock did not tank until the final half-hour. I think the analyst meeting hypothesis carries more weight here.

To: twt who wrote (6664)	4/3/1998 10:53:00 AM
From: Mark Finger	Respond to of 19080

>>Shipments of the devices tallied just 144,040 units in 1997, less >>than previously anticipated, according to a report by Dataquest. >>Shipments of network computers will rise only to 482,196 units in >>1998. This is a tiny fraction compared with 90 million personal >>computers, or PCs, shiped in 1997. I wonder where Dataquest got their numbers from. I seem to remember a IBM story showing that IBM alone sold more NC's in 1997 and their projections (just for IBM) for 1998 were higher than Dataquest figures for the entire market. Can anyone help with this inconsistency? Here is one article: zdnet.com >>After hundreds of business customers tested the machines this year, >>about 50 companies have signed on to buy "hundreds of thousands" of >>IBM's network computers, knowns as NCs, in early 1998, spokesman >>Philip Hester said. For other companies, I remember seeing a number of cases where there were examples of contracts for 4K, 6K, or more. In one article, there were several companies (I seem to remember Japanese companies) that totaled over 25,000 units.