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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: LemurHouse who wrote (43435)	3/9/2001 5:14:20 PM
From: DBrian	Read Replies (1) \| Respond to of 70976

Interesting article. Michael Murphy says INTC will NOT reduce capex. They're also one of his top 7 tech picks along with AMAT. www2.marketwatch.com DB

To: LemurHouse who wrote (43435)	3/9/2001 5:26:56 PM
From: Ian@SI	Respond to of 70976

OT to AD., Actually the very wealthy bypass the Death Tax using a variety of perfectly legal schemes such as trusts and a variety of Insurance variations allowing accumulated wealth to be passed on tax free. It's the small business owner that has most of the family wealth tied up in the business that tends to get screwed by the current tax system. All the same, your epiphany gave me my best if not my only laugh this week. Thanks. ONTOPIC To Eugene, Somehow I can't see a 4 year hiatus. Businesses aren't going to quit using computing and communications to radically improve their productivity. The communications sector will continue to drive growth in chip demand. PCs and related devices aren't going away any time soon. Rather they continue to become more valuable to both businesses and individual consumers. HDTV should ramp up within that window presuming we get standards agreement. Essentially, I believe the growth story remains intact for the most part. Companies got too good at adding too much capacity too fast. Demand will catch up and again overtake capacity. I really don't think it will take 4 years for that to be reflected in stock prices. Nor do I expect it tomorrow. Ian.