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To: Road Walker who wrote (141056)	8/7/2001 5:34:19 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

John, Cisco's conference call started off pretty much OK. Chambers sounds something like Intel: in a down market, the strong will get stronger; when growth resumes, they expect to be there, gaining share. He continues to call 30-50% growth possible, a stretch, but achieveable, in a normal spending scenario. Oops, just turned cautious: can't predict bottom in their business. May be in the next 1 to 2 quarters in the US, but Asia may go south next, and then affect this country. Next quarter flat to down 5% in revenues. Cisco stock went back down as Chambers spoke.

To: Road Walker who wrote (141056)	8/7/2001 7:36:44 PM
From: Dan3	Respond to of 186894

Re: That's a good one, now I know you are doing parody Actually, there was a bit of that in there. :-) But, if you think about it, there are some eerie similarities between now and two years ago: Just Like Two Years Ago Now transition from .25 to .18 transition from .18 to .13 Intel thinks coppermine is unbeatable Intel thinks P4 is unbeatable Intel says "use RDRAM or nothing" Intel says "use P4 or use nothing" Different From 2 Years Ago Now. VIA has plans for CPU, little else Via shipping CPUS on .13 process AMD has no money to fund .25 to .18 AMD has $1 Billion in cash and going to SOI ahead of Intel What happened since 2 years ago Non-Intel market share went from 10%-15% to 20%-25% What might happen over the next year Non-Intel market share goes from 20%-25% to 40%-50% What we might be saying 5 years from now Remember Osborne? Remember Wang? Remember Intel? Those were the days, weren't they?