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Politics : Formerly About Applied Materials
AMAT 225.18-1.5%3:59 PM EST

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To: Stefan who wrote (28775)3/4/1999 12:46:00 AM
From: Jeffrey D  Read Replies (2) of 70976
 
Stefan, in your post to me you said I needed to look at the "big picture" and not just AMAT. I asked you what you thought the "big picture" was and you wrote this:<<PC sales are slowing down 3COM is warning for the rest stay tuned. >>

So, in your world, 3COM is the "big picture?" CSCO kicks their butts every hour of every day so for 3COM to not make earnings certainly should be no surprise. Seems to me your "picture" is somewhat limited in part and has a problem with clarity as you say we need to "stay tuned" for the rest of it. When your tuner picks up the transmission of the rest of your "big picture" get back to me. Who knows, it might actually be something of value. Jeff

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