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To: Road Walker who wrote (109676)9/11/2000 5:01:10 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
John, couldn't have done it better myself ("big tech list", warning from one of which would take away all bets.")

I thought of LU being ho hum also, if they warned. Oh, SUNW and IBM, esp. SUNW.

I saw the SLR report, posted on AMAT about it. Now $20 billion run rate. +75% YOY revs, what a monster, > Cisco in YOY revs. Why aren't they up after hours?

Were they complaining about getting enough Pentium stuff last quarter? It is in the back of my mind.

Tony