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

To: Stefan who wrote (29443)	4/9/1999 10:35:00 AM
From: Tony Viola	Read Replies (3) \| Respond to of 70976

Stefan, Quiet comforting to hear from Michael Dell about his believes. ''I believe that industry demand is strong and healthy,'' Michael Dell told analysts attending the meeting. Since when he is talking like an analyst? Isn't he a CEO of DELL? If he is then he should know if the demand is or is not strong. He should not talk about his believes of PC demand but should talk about how the orders are shaping out. He also guided the analyst not to raise their estimates. I guess we have to believe everything is OK at DELL.<G> Sounds like you're questioning the definition of the word believe. Next, will you question the definition of is? Also, if he could speak for the entire PC industry, instead of just what's in Dell's vision, he probably could speak as you wish (or don't wish). But, he can't, Not even Mikey.

To: Stefan who wrote (29443)	4/10/1999 4:19:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 70976

so, who was it on this thread that said cpq wasn't stupid enough to stuff the channel again ;-) here are some developments of interest: 1. 64 mb retail has dropped from $92 to high $50s is about 2-3 months. 2. retail pc unit growth was up a whopping 1% in february. 3. compaq says that business sales are weak. 4. per idc, desktop revs were negative in 1998 for the first time in history. of course, myself and a few others have been saying that for many months. so idc is about 3 months slow. all those who insulted me for being so wrong... apologies are now being accepted ;-) 5. dell has missed rev numbers 2 qs in a row - first time in 5 years. 6. inacom, ingrahm micro, et al continue to report disasters. 7. the $600 and under pc market is growing leaps and bounds - dram doesn't grow in this area... 8. ericson said that there is a lot of pressure in the wireless amrket. 9. companies continue to buy chip equipment, click their heals, and repeat, "the bottom has already been made, the bottom has already been made." ;-) 10. dq's assertion that $1.30 per mb of dram would stay steady for three years was proven false within a week ;-) it currently stands at $0.92. hey, although their estimate was a joke, it is better than their normal bs ;-) just wanted to point out the facts that all lead to one conclusion - the equipment mfrs are a great buy at current levels ;-)