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To: BelowTheCrowd who wrote (142512)8/30/2001 3:59:53 PM
From: Road Walker  Respond to of 186894
 
MG,

re: But at this point in time, there is nothing in existence and nothing on the horizon that will drive another cycle.

Was there anything "on the horizon" in mid 1998 or in mid 1996, when people were saying the same thing? Is it possible that there is something you have missed?

You admit that the cyclical nature of the business hasn't ended, so you are just argueing the timing. And you don't like Intel management.

Fair enough.

John