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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Kevin K. Spurway who wrote (53570)	3/28/1999 8:02:00 AM
From: gnuman	Read Replies (1) \| Respond to of 1571145

Paine Webber/ "COMPAQ: SMB SURVEY RESULTS" (from Compaq thread) exchange2000.com Portion of the report: * Our data indicates that most of the SMBs resolved the majority of their Y2K needs in 1998, driving PC spending for the year. Two key data points support this conclusion including: (1) 62% of the firms surveyed expect their PC spending to be down or flat in 1999 versus 1998. (2) The Y2K impact is expected to be much less of a driving force behind PC spending in 1999, as 69% of the firms indicated that Y2K WOULD NOT impact their 1999 PC spending. * We believe the SMB market is an important component/indicator of PC demand, as this sector represented an estimated 41% of unit shipments and 43% of total revenues among the top 10 vendors in 1998. * Based on the results of the SMB survey, we are lowering our 1999 forecast for PC unit growth within the SMB sector from 17% to 5% and, in turn, decreasing our total 1999 PC unit growth forecast from 14% to 9%............ * We recommend that clients underweigh PC hardware manufacturers, as a recovery in PC demand appears unlikely over the next several quarters. Since the beginning of 1999, we have reduced our annual estimates for CPQ, DELL, HWP, and MUEI to reflect our concerns of slower PC demand. The results of our SMB survey suggest that our estimates may still prove to be too aggressive.

To: Kevin K. Spurway who wrote (53570)	3/28/1999 5:39:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1571145

Kevin - Re: "Your "retroactive" trading methodology is so good, " You seem to be a pretty good retro-active trader yourself. You claim to have been an Intel shareholder for quite awhile. Care to re-post your original post where you declared this purchase of Intel shares ? You certainly don't want to be accused of that which you constantly accuse others, do you ? Paul

To: Kevin K. Spurway who wrote (53570)	3/28/1999 7:14:00 PM
From: Yousef	Read Replies (1) \| Respond to of 1571145

Kevin, Re: "Foolish of me to question your trading skill, Yousef." That is correct, Kevin ... BTW, all my purchases and "shorts" have been posted "real time" on this thread, so quit "whining", Kevin. One suggestion I might give you, Kevin ... Take some engineering courses (device physics, E-M, process technology ...) before you invest next time in technology stocks. Your "learning" on the Internet just doesn't seem to be giving you "good" results ... I guess YOU get what YOU pay for. <ggg> Make It So, Yousef