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To: chic_hearne who wrote (4288)	7/18/2000 4:44:17 PM
From: Box-By-The-Riviera™	Respond to of 436258

Thanks chic for the added clarity..... I should have said in addition to my other comments....some of the references made by these companies to non-mips issues.... slower than expected sales in the euro zone for example.....raised my suspicians re: the capex comment....more so than the mips issue.... secondly.....I think you will agree that CA, for example, has been attempting to move to a services and "other" model (i.e. internet infrastructure).... and they certainly appeared to be doing this well in spite of the failed merger with CSC....and taking into account their very very robust commentary during the previous qtr conf call.... now...all of this, with the addition of the euro marketplace comments.....puts all sides of their business in doubt....not just the mips portion....though I believe it remains at around the 50% level.... the euro market comments caught everyone by suprise I think...many thinking that market would replace lost sales in the USA (plus currency benfits should the dollar weaken)...in a total packege slow down.... so the jury is certainly still out.....but the similarities being seen in the non-mips portion of the disappointments makes me think there's something there worth watching... but....I am more than open to being set in another direction.....indeed a change of mind would lead me to start buying.... thanks again for your comments... J