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To: fedhead who wrote (2439)	10/22/2000 3:58:26 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 57684

"The only fact I have to go on is CMTN's earnings and their guiding it lower." But they did not do this because of slowing dsl demand, right? And they said so as did covad. It's pretty critical that we have the facts right so I want to be sure you are making these statements and there is something behind it. I have been scambling for 3 days to find where you heard any hint of slowing demand and can't find it...all I find is companies saying there customers aren't paying them on time. If I am right, there is almost zero effect on Virata. If its because of slowing demand as you say you saw somewhere, Vrta's in big trouble.