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To: Paul Engel who wrote (141592)8/14/2001 4:56:28 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
NVDA announced a 2 for 1 stock split. I vaguely remember that phrase, from a long time in the past.

John



To: Paul Engel who wrote (141592)8/14/2001 5:05:40 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Paul, Itanium continues to gain momentum from both OEMs and ISVs support. Good news.

Listening to AMAT's CC with part of one ear, Q2 was weak except for the following: North America wasn't so bad, nor were logic manufacturer customers, copper and 300 mm customers. Sounds a lot like Intel all around. But then we knew Intel was on target buying semi equip. Cited that some of their semiconductor customers have recently reported hitting a bottom. Intel again.

CFO's conclusions: Next Q flat revenue-wise with the recently concluded one, also AMAT will be profitable in the upcoming Q. Better than a poke in the eye with a sharp stick.

James Morgan, CEO, good one, but he still always sounds like he's talking while chewing on a piece of straw.

Tony