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To: Mary Cluney who wrote (109827)	9/13/2000 12:57:18 PM
From: Harry Landsiedel	Read Replies (2) \| Respond to of 186894

Mary Cluney. Re: "Could we have a reality check, please? " I agree. As a long time reader of these threads, calls for Barrett's and Yu's head seem to be premature. To me, chopping off heads for pushing the enveloppe can send exactly the wrong signal to the organization--i.e. get cautious. I think this happens to organizations when management pulls in their horns after a setback (See: IBM after the antitrust battle), and the company goes into decline. The risktakers leave etc. In a recent interview, Barrett said that getting out all these new products makes him paranoid. I think that's the right focus, and it's a signal to the organization of what everyone should be pushing on. As shareholders we will benefit as well, if we maintain a LONG-TERM view. HL

To: Mary Cluney who wrote (109827)	9/13/2000 2:39:09 PM
From: Jim McMannis	Respond to of 186894

Mary, RE:"We are being set up for the classic Buy (short) the rumor and sell the news" Oh yes...the markets sure don't make one a trusting soul! Nice to see you back... Jim

To: Mary Cluney who wrote (109827)	9/13/2000 4:28:57 PM
From: tejek	Read Replies (1) \| Respond to of 186894

We are being set up for the classic Buy (short) the rumor and sell the news. It certainly looks that way. I mean how bad could this rumor be for the stock to go down 20%. Are the Pentium Chips exploding at high speeds and users are being killed? (Edit:Insert <gggggg>) Even Bridgstone (Ford) combined have not lost this much in valuation. Could we have a reality check, please? Unfortunately reality checks often are not pleasant. SCI, a contract manufacturer, preannounced this AM, citing a slowdown in its PC business as opposed to its telecom production. SLR, another contract manu., reported good earnings this week but had a significant increase in inventory. As John F. said earlier, where there is smoke, something may well be burning. ted