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To: Brian Sullivan who wrote (137555)	6/18/2001 6:31:34 PM
From: willcousa	Respond to of 186894

Don't you guess the Barrett was just being politic and that the risk is viewed as bigger than he let on? He was just handed a more palatable excuse by the economy. We will have to see if the capex gets spent anyhow.

To: Brian Sullivan who wrote (137555)	6/18/2001 7:06:57 PM
From: Road Walker	Respond to of 186894

Brian, I agree that part of Barrett's comments was interesting. Also: ``We are still looking to enhance our offerings and invest in networking and communications companies,'' Barret(t) said. I hope Barrett know what he's doing. The PC/Server business is in hyper-growth compared to communications. If the market doesn't recover within a year, we may see some NT's, LU's or even CSCO's go belly up. It's a hell of a gamble. I've got some shares of LU he is welcome to buy at my cost. John