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To: NOW who wrote (12374)	9/6/2001 5:43:57 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 209892

Not to mention the fact that virtually ALL of their customers have either projected lousy demand (DELL), gone out of business (MUEI), consolidated by merger, presumably because demand is projected to be weak (HWP/CPQ), etc.... Yet, they claim revenue is on target. Either a whole bunch of other people are lying...or they are. Maybe they're making up the difference overseas, yeah, that Japanese economy is ROCKING!<not> Oh yeah, and I hope someone asks 'em about CapEx projections...that should be good for some yucks!