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To: pat mudge who wrote (16590)	1/16/2001 7:15:05 PM
From: t2	Respond to of 24042

Pat, Thanks. Capital spending increase by Intel should be another catalyst for the tech stocks. Semi-conductor capital equipments should also gain...AMAT (up $5 afterhours) etc. It all points to a broad based tech rally.

To: pat mudge who wrote (16590)	1/16/2001 7:17:32 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 24042

Great summary Pat, I reposted it on the AMCC thread. Jack

To: pat mudge who wrote (16590)	1/16/2001 9:09:24 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 24042

Pat this is interesting re: AMCC: Q: What keeps you awake at night? A: You guys! Wall Street! Rumblings that could become self-fulfilling. I can’t control it. Haven’t seen it. Keep waiting for it to bite me. looks like AMCC thinks the biggest problem are jerks analysts spinig negatives comments without data supporting them Zbyslaw

To: pat mudge who wrote (16590)	1/16/2001 10:20:34 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 24042

JNPR CEO Scott Kriens was interviewed on CNBC: JNPR guided 2001 revenues to about double 2000 revenues. He repeated NT's story that customers aren't cutting back on Capex. Rather they're reallocating it to "new" network stuff, takin away from the old. And JNPR has the new stuff. Thus it continues to grow. When Ron Insana asked how JNPR could continue to grow so fast despite Wall Street Analysts doubts about the growth, Scott advised, "We sell our products to Network builders, not Wall Street Analysts."