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

To: Proud_Infidel who wrote (30005)	5/8/1999 4:48:00 PM
From: Henry Eichorszt	Respond to of 70976

Michael Dell, Dell computer CEO (DELL) From: Joan Wickham Date: 5/7/99 Time: 8:30:56 AM Remote Name: 209.81.229.35 Comments Michael Dell, Dell computer CEO (DELL) Sees CPQ problem as only theirs not a DELL problem. DELL sees no weakness in demand. Strong distribution and broad product line are important and DELL has them. CPQ has no permanent CEO and upper management. This may create short term opportunity for DELL. Dell expects the company to be the best performer in the sector. Analyst meeting was encouraged not to change outlook. DELL is well positioned to continue to grow. If components come down revenues will but margins may increase. Y2K issues are now at a more comfortable level. Sees less than expected impact. Small Business is an area Dell expects to pick up. ------------------------------------------------------------------------ Last changed: May 07, 1999

To: Proud_Infidel who wrote (30005)	5/8/1999 5:47:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Oh Great Equalizer, a positive article in Bloomberg's. quote.bloomberg.com "Asia to Lead Expansion in Semiconductor Equipment Sales in 1999" excerpt The group, commonly known as SEMI, expects global semiconductor equipment sales to see ''low single-digit'' growth in 1999 from $22 billion last year. It expects to match 1997's peak of $27.5 billion in sales and forecast revenue to reach $40 billion by 2002. Now a dilemma: the article states SEMI sales in 1998 were $22 Billion. When I add 1998 shipments from Jan to Dec I get only $13.9B. I know those are 3-month averages, but that too great a difference to account for. The numbers from SEMI below. Secondly, if single digit sales growth from last year's $22B is expected, sales cannot possibly match 1997's peak of $27.5. Can someone explain this new math? [Unless they mean low single digit Billions, not %] book ship btb 1996 JAN FEB96 1687 1243 1.36 MAR 1447 1256 1.15 APR 1361 1354 1.01 MAY 1187 1366 0.87 JUN 1175 1354 0.87 JUL 992 1311 0.76 AUG 882 1248 0.71 SEP 778 1119 0.70 OCT 833 1072 0.78 NOV 952 1062 0.90 DEC 1078 1069 1.01 1997 JAN 1116 1034 1.08 FEB97 1101 1029 1.07 MAR 1265 1102 1.15 APR 1386 1261 1.10 MAY 1421 1299 1.09 JUN 1474 1375 1.07 JUL 1659 1476 1.12 AUG 1688 1536 1.10 SEP 1774 1672 1.06 OCT 1835 1793 1.02 NOV 1599 1598 1.00 DEC 1550 1559 0.99 1998 JAN 1363 1458 0.93 FEB98 1233 1369 0.90 MAR 1123 1370 0.82 APR 1102 1416 0.78 MAY 1107 1361 0.81 JUNE 933 1266 0.74 JULY 718 1112 0.65 AUG 572 1012 0.57 SEP 481 846 0.57 OCT 638 852 0.75 NOV 767 932 0.84 DEC 883.4 920.9 0.97 1999 JAN 996.7 890 1.12 FEB99 1013.7 835.1 1.21 MAR 1151 886.6 1.3