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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (52625)	9/20/2001 9:21:57 AM
From: matt dillabough	Respond to of 70976

08:18 ET Novellus (NVLS) 29.16: After the close, company announced plan to repurchase up to $500 mln over the next two years. The program is effective immediately.

To: michael97123 who wrote (52625)	9/20/2001 9:26:05 AM
From: Jerome	Read Replies (1) \| Respond to of 70976

>>>There is so much i dont know. mike <<< Wellcome to the group therapy sessions. If we average our ignorance we can call ourselves economists. Regards, Jerome

To: michael97123 who wrote (52625)	9/20/2001 12:29:57 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Also are their ways to backup on the internet or intranet itself where the network lives even if the building comes down. Short answer is "Yes". Current computing systems have the ability to "mirror" data as it is being created, updated or otherwise modified at a "hot standby" recovery site. The hot standby can take over immediately and automatically in the event of a failure at the primary site. This is the Cadillac version of Contingency Planning and would be in effect for very few business applications. Most business systems will have an MTO (Maximum Tolerable Outage) greater than a few seconds. If the MTO is longer than a week or two, one has to question whether or not the application is vital to the business or could just be dropped. Varying degrees of capital expense and bandwidth would be required depending upon the MTO. But to your point, Business, not only in the US but also in the rest of the world, could be reasonably expected to revisit their contingency plans. I'd expect that to result in a wave of Capital spending on Processing systems, Storage as well as Communications Equipment and Bandwidth. So the net effect of bin laden could easily be a much more rapid return to capital investment by business than would have otherwise been the case. If that scenario plays out, I'd expect to see its impact begin early in 2002. Ian