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To: Paul Engel who wrote (128296)2/25/2001 1:43:56 PM
From: Yaacov  Read Replies (1) | Respond to of 186894
 
Paul the CSCO's CEO maybe a very smart guy, but he is not to be relied upon as the source of information on economy.
In Dec. he was saying that all is well. In Davos in January he said that the Q has been challenging, and that the softness will be question of Q or two. Then two weeks later here says we are in Recession and send the marekt into the nose dive! Now if this guy can't get his story right, who should?

BTW who at INTC said that they are working through the inventory? How do you read through this? Thnaks