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To: DJBEINO who wrote (50749)	3/14/2000 1:21:00 PM
From: Fabeyes	Read Replies (2) \| Respond to of 53903

So -- who is driving this? The actual business or speculation? Not the business when they have to replace ~800,000 modules, so far, plus pay for the existing ones. Maybe the market might change its mind if CPQ has to do the same. Were buying the same parts at the same time ~ last July or August -- but would you say anything if it were your company? Probably not; let the other guy struggle, Glad friends are making money though -- some good should come from this.