Noah Blackstein, B.A., CFA Gateway GTW-N WAIT Nov 20, 2000

Shouldn't have too much exposurein PC's. Dell best PC business model

Noah Blackstein, B.A., CFA

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$36.000

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In PC market, but a different slant, e.g. AOL, small business

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Dell is the only one they are looking at this time. Stock price is getting better

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Not a fan of PC's

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Can't compete with the Dells of the world and they continue to change their strategy. Doesn't expect it to get better anytime soon.

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Noah Blackstein, B.A., CFA Gateway GTW-N WAIT Nov 20, 2000

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