Michael, re newsletter, why not, you'd be as good as any of them.
Cisco and AMAT, sure. How about Dell, second tier high tech? They worry me. However, second half is here, by far the best half for PCs, and I think Dell will have a pretty good servers story, but not as good as Compaq's was. For AMAT and all of us, new orders and what Morgan says for down the road are key. Cisco didn't really emphasize futures, except to say that, with data, voice and video over IP and everything else they have going, they have more than they can handle. I guess they don't really have to say anything, just point to the revenue line.
Tony |
