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

To: Tony Viola who wrote (27449)	12/28/1998 6:41:00 PM
From: yard_man	Read Replies (1) \| Respond to of 70976

>>The suddenness of this shift is dramatic and leaves one feeling a bit uneasy about the current state of affairs. IM effectively lost 1/3 of its US PC business in one quarter.<< Explanation sounds tortured for the magnitude of the change in one of the busiest times of the year. More likely that there is some softness. Perhaps there's been somewhat of a shift, but this opinion has no proof to back up the "shift" theory versus weakness. I guess analysts always take the rosiest view available. Ever wondered how accurately these guys forecast earnngs as a whole? forbes.com this guy says not very!