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To: kaka who wrote (161040)	9/25/2000 12:04:53 AM
From: Sig	Respond to of 176387

Re Intel Obviously, these people have not yet received the word about slowing sales and are in for a rude awakening. But you have to give them credit for putting on a brave show when faced with impending disaster. Sig biz.yahoo.com <<Taiwan Macronix says can meet 2000 sales target>> biz.yahoo.com <<<Taiwan Winbond says DRAM outlook "very good">>> biz.yahoo.com <<<The impact of Intel is limited,'' a TSMC spokesman told a news conference. ``There has been no cancellation of Intel orders.''>>> But on the other hand..... Where 1 "T"= 27.44 Euros biz.yahoo.com

To: kaka who wrote (161040)	9/25/2000 9:41:48 AM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Gary, Hi!! RE: From CNN: MSD "I think the market is assuming that those companies (sic: SUNW, EMC,NTAP) will continue their trajectories uninterrupted; well I'm here to tell ya that I'm gonna interrupt it and we are going to be the disruptive change that changes the server and storage business." "INTERRUPT IT".... IMO Gary...His boldest statement to date.. Best, Kemble