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To: Bill Harmond who wrote (71147)	8/1/1999 6:42:00 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

Two week ago China was starting World War III! Now it's a US liquidity crisis. Next week it will be the Y2K, a black hole or something darker still! >>you are comparing CISCO to selling flowers on-line No, I'm comparing Cisco to Inktomi. Cisco is data switching, Inktomi is information switching. Which has the higher value-add?<< Willaim this is very good, a light bulb just went on inside. And Gst you are over reacting here of which tells me you aren't paying attention slow it down and tone it down you really are a silly guy at times...lol everyone!

To: Bill Harmond who wrote (71147)	8/1/1999 6:43:00 PM
From: GST	Read Replies (2) \| Respond to of 164684

William -- On China -- you said when Clinton talks, 'China does what it is told to do and Bill Clinton gas spoken'. I said, nope, China is driven by internal political issues like mounting unemployment and the lack of an integrating ideology except nationalism -- and there is nothing like a foreign enemy to promote nationalism, even more so when combined with reeling in a 'rogue province' of the 'fatherland'. They are now and will continue to be tightening the noose on Taiwan and they don't give a rat's ass about Clinton -- yes, its still true. They have plenty of military options and they will be using them, one by one. It is foolish to think that the US controls China. And yes, liquidity has been deteriorating and this is picking up speed to the point where it is now pulling the rug out from our market. It is now pretty well known -- although this obviously is not universal as per your post -- and the markets are nervously twitching at the implications. It would be foolish to characterize this as the fantasies of an SI poster like me. Lastly, If Inktomi was doing an IPO this week I would respond to your point, but this week it is all about delivering flowers -- not exactly a MSFT. At any rate it would not change my assessment of the level of liquidity one bit.