Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

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Jan 14 3:59 PM EST

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To: John Trader who wrote (48029)	6/16/2001 9:55:14 PM
From: Cary Salsberg	Read Replies (1) of 70976

RE: "... the continued explosive demand for bandwidth, the reopening of capital markets courtesy of lower interest rates, increased telecom revenues resulting from price increases for broadband services, and the fact that companies near the top of the supply chain are working through and / or scrapping inventory." I just read the first sentence. I think this is nonsense. What is driving the supposed "explosive demand for bandwidth." I have not seen one reasonable driver argument! Capital markets don't "reopen" because of lower short term interest rates when the market is companies financially strapped with their current probably long term debt burden. I wonder what these price increases from broadband services are and what are the services. My monthly DSL rate is 39.95 up from a 56KB rate of 21.95. If there is one thing to learn from the current debacle, it is that most of the investment "expertise" out there is suspect and that some of it is dishonest.

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