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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Michael Bakunin who wrote (75121)2/3/2000 1:59:00 PM
From: Thomas M.  Respond to of 132070
 
He is expecting a $10 trillion market cap for CSCO? Yes, he is a humble man. <g>

Tom



To: Michael Bakunin who wrote (75121)2/3/2000 6:36:00 PM
From: Earlie  Read Replies (2) | Respond to of 132070
 
mb:

Just as a matter of passing interest, I'm working rather diligently on this Intel "shortage" situation. So far, the bits of the puzzle continue to confirm my earlier belief that we are witnessing both production difficulties at the high end of the Pentium spectrum, as well as panicky efforts to ward off AMD's obvious technical advantages. Not in a rush, as the sheep keep on pushing into it, but sooner or later, I'm going to take a serious run at this one. (g)

Best, Earlie