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To: Meathead who wrote (47555)	6/14/1998 6:35:00 PM
From: Techie	Read Replies (5) \| Respond to of 176387

Meat, here is one voice. Listen and learn. c-call.com

To: Meathead who wrote (47555)	6/14/1998 11:11:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Hmmm.... The Brave New World Of Computing The whole world of computing will consist of Palm Pilots and will run off of Java. All servers will be reduced to toaster size appliances and sell for <$500. Seagate, WDC, will be put out of business because disk storage devices will be replaced with flash memory. INTEL will be reduced to providing pure commodity microcomputer devices at cost plus 10%. All the other semiconductor companies will be out of business. Taiwan will be put out of business because motherboards and PC cases and power supplies will no longer be required. Computer aided design of aircraft, electronic equipment, houses and buildings, highways and other mechanical structures will be performed with personal computer devices. Weather calculations, astronomical calculations, earthquake analysis , computer tomography, MRI and the design of thermonuclear devices will be performed on sub 1000 computers. All the computer devices will be available at Walmart, K-mart, Walgren's, and other discount chains throughout the world. DELL will become a direct JIT manufacturer personal PC's and information appliances. All service and support will be performed by artificial intelligent programs over the internet. Failed units will be replaced by mail. DELL with enhance its profitability by selling every conceivable product direct. They will be a $300,000,000,000 in the year 2010. They will have a 8% after tax net and 100 M share of stock outstanding after all the stock buybacks. Earning per share will be 240 dollars. The stock price will be $4,800 per share. Hey this is fun! There are a lot of possibilities.

To: Meathead who wrote (47555)	6/14/1998 11:21:00 PM
From: Bilow	Read Replies (2) \| Respond to of 176387

Hi Meathead; Thanks for the admission "Ok Bilow, you win." that I was right and you were wrong, though you could have phrased it in a less sarcastic manner. I think it takes a real man to admit in public when he was wrong. (This was regarding the cost of building PCs.) Now for some more quotes, links and comments: Quotes from latest Barron's: (June 15, 1998, p. 61) Tales from the Valley: Earlier this month, Hambrecht & Quist chip analyst Robert Chaplinsky made an intriguing call on Intel. He cut his earnings estimates for the June quarter to 65 cents from 69 cents and warned that microprocessor unit sales would be down 8%-10% from the March quarter, with a 3% drop in average selling prices. Chaplinsky cited weaker-than-expected retail PC sales, high industry inventories of older Pentium -based machines and seasonal weakening of European sales. But the whispering on the Street is that inside Intel, there's concern Chaplinsky's call was uncannily accurate -that perhaps he had taken advantage of his Intel connections to get information others on the Street might not have at their disposal. Note that the above comment would indicate that there is weakness in the Intel portion of PC sales. Thus the move to competitors of Intel, and therefore cheaper PCs. But the article explicitly continues: There's certainly evidence of weak PC sales. Dataquest last week said first-quarter PC sales in the 10 Asia/ Pacific markets fell about 20% from a year earlier, to $2.8 billion. Sales fell 82% in Indonesia, 62% in Thailand, 55% in Malaysia and 46% in South Korea. Also last week, International Data Corp. estimated worldwide second-quarter PC unit growth at just 9%. With prices continuing to fall, revenues will rise even less; IDC sees "little relief to the tough pricing environment." One final gloomy note: The Semiconductor Industry Association last week said global chip sales in April fell 0.5% from March, and 6.8% from April 1997. Barrons on line needs membership, but here is the link if you got it. Otherwise go down to your local news stand: interactive.wsj.com -- Carl