The problems are really isolated to the consumer end of ...

The problems are really isolated to the consumer end of the PC market in Europe, and that's being reflected in Dell and Gateway... We downgraded Intel this morning, but the stock's fall has factored in most of the revenue shortfall.

- Andrew Barrett

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The Internet... is the place to be, especially on the retail side in the fourth quarter. - Andrew Barrett

The fundamental picture is still strong. No one has said technology is dead. - Andrew Barrett

The demand for all of the networking gear and Internet infrastructure equipment is running way ahead of expectations. These companies cannot produce enough product to meet the demand, and that's their biggest challenge right now. Demand for the Internet data traffic is still growing around 300 percent per year. The Internet is still doubling in size every 98 days. All of these things that had shaken investor confidence over the last several months is a non-event. The fundamental business line is 100 percent intact. - Andrew Barrett

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