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To: Paul Shread who wrote (7324)9/10/2001 7:40:48 AM
From: Robert Scott Diver  Read Replies (2) | Respond to of 8218
 
Two concerns expressed by IBM for 3Q were continued strengthening of the dollar and weakness in the communications related microelectronic business. RFMD's announcement indicates to me (along with other things I have been seeing) that the microelectronics business may not be as weak as IBM had feared. Clearly the dollar has not continued to strengthen as feared. JMHO, Scott



To: Paul Shread who wrote (7324)9/19/2001 2:42:09 AM
From: uu  Read Replies (1) | Respond to of 8218
 
Hi Paul,

You state:
> I hear out of Big Blue, an earnings warning and layoffs are likely to be announced soon...

One question: Where exactly do you hear an earnings warning and layoffs?

With all due respect, do you hear things in general, or did you hear tthis on Oprah, or was it the psychic hotline, or did stars in the sky relate this info to you?

I just find it absolutely amazing that anyone can start a rumor (and I mean any rumor) on a message board such as Yahoo (where I believe the source of your hearing might be coming from - but then again I maybe wrong), and then it gets around all over the web like a virus!

Considering this, maybe I should start buying the Yahoo stock! What do you think?!