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To: chic_hearne who wrote (73523)	2/28/2001 9:48:44 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

<<I just don't know, but it would be damn odd if they could make it through this without being affected by a recession.>> I agree...and this puts the management in the awkward position of either being brilliant, or being liars. In the current environment, I don't need to tell you which way the odds are skewed!<G>

To: chic_hearne who wrote (73523)	3/1/2001 2:26:01 AM
From: XBrit	Respond to of 436258

<<I haven't seen any obvious signs of a slowdown>> That's interesting. I had dinner with some friends tonight, and exactly the same thing was commented on. They said there were almost no rumors or indications of expense cutbacks or possible layoffs... less even than in 99 or 2000. One recent sign of strain only, related to the semi division. Is Lou deliberately trying to avoid letting any telltale smoke escape from the oven, hmm? Anyway, I told them I'm going seriously short IBM on the next bounce over 105, and suggested they all sell their stock asap.