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To: RealMuLan who wrote (80004)	11/13/1998 4:34:00 PM
From: D. Swiss	Read Replies (2) \| Respond to of 176387

Boomerang, I would have to say this guy is a putz! How could he say demand is falling when INTC has just increased its forecast (the earliest ever) and the chip industry is projecting a 9% increase next year from a 11% decline this year. Give us a break with this b*shit. :o) Drew

To: RealMuLan who wrote (80004)	11/13/1998 4:52:00 PM
From: JRI	Respond to of 176387

Yiwu- Unfortunately, I got to run in a minute...so I'll have to follow up this weekend, but... your "posting buddy" raised some interesting questions...but I dont think he (necessarily) has the facts on this side.. (1) The Euro being an "immediate" threat to the Dollar...Will explain later...but the Euro is a mess right now...don't expect a big shift anytime soon (maybe one day) (2) He saying that corporate PC demand fell dramatically in the last three months....What? I think he is definently overdoing it here...dont have time to explain...but we'll later... (3) Most experts are predicting a good Christmas sales season...what data does he have to prove otherwise? There is more...talk to you later..