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To: Earlie who wrote (44360)	3/25/1999 5:39:00 PM
From: yard_man	Read Replies (2) \| Respond to of 53903

Whaddya guys talkin' bout? PC biz is great. Direct is just crushin' the distributors ... that's all <vbg> biz.yahoo.com

To: Earlie who wrote (44360)	3/25/1999 5:48:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

Earlie, a minor moral victory on the Niles front to report. Remember how the gross profit for last quarter wasn't consistent across the last two pages of Niles' Monday report? Do I even need to finish? <g> Quite amazingly that error is no longer there! In today's iteration of his model (and reiteration of his "Strong Buy") 1Q gross profit on the last page is "116", not the "102" he had Monday. And of course, doing that also gives him the right 1Q'99 consolidated gross margin and the correct gross margin for combining the 1Q'99 "PC Systems" and "Other" classifications on that page as well (unlike Monday's version). SHAZAM! Good trading, Tom