Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (36372)	8/9/2000 10:14:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Michael, re newsletter, why not, you'd be as good as any of them. Cisco and AMAT, sure. How about Dell, second tier high tech? They worry me. However, second half is here, by far the best half for PCs, and I think Dell will have a pretty good servers story, but not as good as Compaq's was. For AMAT and all of us, new orders and what Morgan says for down the road are key. Cisco didn't really emphasize futures, except to say that, with data, voice and video over IP and everything else they have going, they have more than they can handle. I guess they don't really have to say anything, just point to the revenue line. Tony