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To: Boplicity who wrote (12669)	4/15/2001 8:02:26 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 13572

in the meantime, check out SAWS real nice base, attempted to break up and out still lots of upside potential been basing for weeks over-reaction to QCOM's news of providing own interface stuff what is your take on it? either fundies or charties, or both thanks, Happy Pasques / jw

To: Boplicity who wrote (12669)	4/16/2001 9:26:54 AM
From: Boplicity	Read Replies (1) \| Respond to of 13572

This is big news, and for the life of me, I can't understand why more manufactures of electronic goods, especially ones of large products such as NT produces, are not using BTO. <<09:08 ET Nortel Networks (NT) 16.60: Hearing from sources at Robertson Stephens that the firm is commenting on last Thursday's rumor that NT inventories had dropped to six weeks; Robbie reportedly believes that NT may start purchasing components again soon, but in small amounts; also might intend to institute a build-to-order model, which would cause a dramatic change in the Comm IC space.