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To: jack bittner who wrote (10038)2/23/2001 1:14:08 AM
From: Ira Vine  Respond to of 14638
 
Interesting thing on the SUN call is that CEO said that his big customers acknowledged that the Net is the future and that they need to invest heavily in infrastructure, it's just that they have decided to go more slowly. I see this as a one-year slowdown, and the winners will be those who have the best products when it's over, but agree that this year is largely a write-off as far as sales growth goes for most of the major companies.


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