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

To: michael97123 who wrote (45716)	4/21/2001 1:46:31 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Mike and all, [edited] get the current Business Week. It has articles about TSMC, INTC, CSCO and the coming demise of California. edit CSCO siliconinvestor.com INTC Message 15698333 G.

To: michael97123 who wrote (45716)	4/21/2001 4:36:11 PM
From: StanX Long	Read Replies (1) \| Respond to of 70976

I agree with you. As a 46 year old high tech manager, I'm not stupid, but I tried to read it and didn't see were it was going so I skipped the rest.

To: michael97123 who wrote (45716)	4/21/2001 8:45:48 PM
From: 10K a day	Respond to of 70976

I agree with you mikee. I totally agree that Cisco's write down was a totally isolated event. I mean seriously, WHO really even cares if they have 1.6 billion left in inventory after they wrote down that small country. I'm serious. It's not like it has any effect on anybody else. What is that saying. NO man is Wave Pool.