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To: Jerome who wrote (55182)	9/10/2001 11:22:38 PM
From: Gottfried	Read Replies (1) \| Respond to of 77400

Jerome, I would like to bring two current BW articles to the thread's attention. First, the bad news: "Those Wires Sure Are Cold" And prospects of a telecom recovery are proving elusive. businessweek.com You will learn about mirages. :) And, the good news [albeit it's kind of old] "IBM Isn't Cashing In Its Chips" Unlike rivals, it's forging ahead with big investment plans. businessweek.com excerpt Merrill's Kraemer pegs IBM's microelectronics group to grow an anemic 7% this year, to $4 billion. Most chip houses would kill for such 'anemic' growth. Gottfried