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To: Tom Hua who wrote (15621)11/4/2001 9:41:09 PM
From: stomper  Respond to of 19633
 
At least INTC didn't give us a capex number for 2002 that they can reiterate 11 times throughout the year. -g-

-dave



To: Tom Hua who wrote (15621)11/5/2001 1:08:51 PM
From: Roger A. Babb  Respond to of 19633
 
Tom, I have been accumulating long term positions in some companies which I believe to have solid assets for long term growth. IBM, GE, GM type compainies. One small company WTBK and another where I am an insider FSTW. Notably absent are the tech darlings such as CSCO and MSFT which I think continue to be over valued. I am on the fence with Intel.