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To: Proud_Infidel who wrote (4281)8/6/2000 10:02:10 PM
From: Demosthenes  Respond to of 5867
 
Brian,

"Demand Prompts Chip Makers to Keep Plants Open for Holidays."

That can't be true. Everyone knows the cycle is over..<<GG>>.

The news at 4pm on KGO Radio said Ford announced every car they build in five years will have internet access.

D



To: Proud_Infidel who wrote (4281)8/8/2000 8:54:57 PM
From: FJB  Read Replies (1) | Respond to of 5867
 
Cisco's conference call is quite impressive. They listed component supply as their foremost concern. They grew sales 61% YOY for the quarter and had sequential growth in the 40% - 50% range for many geographies and product segments. If there is an end demand problem, it is not at the Internet infrastructure level.

The CC is available here:
investor.cisco.com


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