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

To: Fortinwit who wrote (26230)	11/13/1998 4:35:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

"... corporate desktop PC buying is dead right now (for many reasons among them increased Y2K spending is killing off a lot of IT budgets right now)." How does this jive with INTC and MSFT's projections for upside surprises this quarter? You are saying they have sold a ton to the box makers who are not getting orders? I might also suggest that government purchasing is enormous right now. It is a big market. "This accounts for the "increased" semi sales (actually a negligible amount, .....not hard to pick up an "increase" coming off a summer when nobody was a buyer). " This nonsense was hammered pretty well by someone else already. INTC is NOT just having a "pick up" off an adjusted low, they are having 2 consecutive record quarters. As far as the channel being stuffed, I guess we won't know for sure until Mid December. If a box maker needs to warn, they will have to do it by then.