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To: Ilaine who wrote (72590)2/27/2001 6:02:16 PM
From: limtex  Read Replies (1) | Respond to of 436258
 
CB - these CEOs and MSFT s CFO have been saying that they are experiencing massive and sudden downturns.

Doesn't sound like inventory corrections to me. No doubt invenstory is being 'corrected' but to ascribe this recession as an inventory correction is just absurd.

I diddn't say that bueiness conditions were unlike anything I have ever seen before, the CEO of SUNW said that. I'm sure he has quite a good feel for the state of business around the world.

Best regards,

L