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

To: Tony Viola who wrote (29447)	4/9/1999 4:29:00 PM
From: Stefan	Respond to of 70976

I did not questioned the meaning of word "believe" I am questioning his honesty. He is the CEO of the company and should know how the orders are shaping and what they are booking. True he does not represent the whole of the industry but Mikey's claim is that they will do better then competition. One may surmise that he should know if the industry is well. You didn't comment on the guidance of DELL. Mikey asked the analyst not to raise estimates but he believes there is no problem with PC business.

To: Tony Viola who wrote (29447)	4/9/1999 4:44:00 PM
From: Stefan	Read Replies (1) \| Respond to of 70976

Just in CPQ has warned that they will not meet estimates citing lower commercial PC demand. Sounds like DELL will be smoked since their sales are mostly to government and corporations. Maybe finally the rose colored glasses will come off.<G>

To: Tony Viola who wrote (29447)	4/9/1999 5:00:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Compaq Computer Corp. (CPQ) 30 15/16 +1 5/16: computer company is warning that Q1 earnings to come in well below Wall Street estimates; sees Q1 net of around $0.15 a share, vs the First Call mean of $0.31 a share; revenues around $9.4 bln, also well below market estimates; cites less favorable product mix for earnings miss; see press release ..... Yesterday DELL says things still look strong. Looks like DELL is still kicking a**, specifically CPQ's