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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (44424)	1/23/1999 7:59:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

MB: Not just low double digits either. (g) I'm glad you made the point about IDC always being optimistic. I cannot remember them being on or close to the money. While it is satisfying to see the numbers starting to provide the picture that several of us have been seeing in the field for some time, it's still painful to watch heads being driven deeper into the sand. It is just insane how most market participants refuse to see the glowing brake lights shining on the PC bandwagon. Best, Earlie. Best, Earlie

To: Knighty Tin who wrote (44424)	1/29/1999 8:16:00 AM
From: valueminded	Read Replies (3) \| Respond to of 132070

Mike & Earlie: No question that revenue growth is slowing but it needs to be negative to push the issue. Growth will be touted as growth as long as it is on the plus side. When do you see negative revenue growth and more importantly from the semiconductor side, when do you see negative unit growth in pc's. Isnt is possible that this storm might just be weathered if unit growth continues to take up the slack in semiconductor capacity. Most unit growth (pc's) in low end but they still take about the same number of chips as a more expensive pc. So unless unit growth drops and goes to zero or negative, it would seem that buying puts on the semi's and semi equip mfgs is likely to be unprofitable for a while. Could just be me because other than the swoon in October, most of my puts have expired worthless. appreciate your comments