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To: Haim R. Branisteanu who wrote (39646)	12/29/2000 8:14:25 PM
From: minorejoy2000	Read Replies (1) \| Respond to of 42787

Haim, I think I agree with everything you've posted today. And Bejing will have fiber as last mile end user long before Silicon Valley. Internet usage will ramp up in a spike again as Moore's Law plays out and then some. Asia will have the fastest growth and the most immediate impact regarding the coming Internet age. 'Cause we aint seen nothin yet. Broadband and streaming media to follow? Who's best positioned? JNPR, EXTR, NEWP? They may still suffer revaluations, but it wouldn't surprise me if they may be the long term winners...among others. Please tell me if you disagree regarding the last part... M

To: Haim R. Branisteanu who wrote (39646)	12/29/2000 9:19:35 PM
From: ru2	Read Replies (1) \| Respond to of 42787

I never made it to Timishora but I intend to see it on my next visit. The people I met on the train that were from Timishora were very nice. My favorite place was Cluj even though I was only there for two days. The town was nice and the Hungarian family I stayed with were really wonderful. You know more about the economic situation there as it relates to PC's than I do. How soon do you expect Intel's earnings to rise from the lower Oil cost's in Europe and Asia? I agree about analyst's tunnel vision. No need to snatch up shares yet. I think it has a ways to fall. Ru2