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

To: willcousa who wrote (36632)	8/11/2000 2:19:32 PM
From: pat mudge	Respond to of 70976

One reason we are generating our own momentum is that we are providing great productivity gains to our end-users. Thus the expansion is not just for entertainment or personal pleasure any longer but is, for the most part, cost-justifiable. Thus the investment in communications infrastructure pays for itself rather quickly and provides profits to pay for the next expansion. The weight of this dynamic makes this cycle really different from those before - and more sustainable. You said it far more elegantly than I. And the other side of the coin is what happens if they don't upgrade. Pat