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Politics : Formerly About Applied Materials

AMAT 230.29

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9:48 AM EST

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To: Proud_Infidel who wrote (37128)	9/4/2000 8:08:43 PM
From: FJB	Read Replies (1) of 70976

Brian, Thanks for the additional information. Since the CEO said that, I'm inclined to believe it. I would have thought the industry is more resilient to downturns. Wasn't Intel assuming that 5% of the server infrastructure for a web-enabled world was in place? Reliable web-hosting is not a simple matter, but certainly less complicated than making chips. Thank you for your thoughts. Bob

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