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


To: StanX Long who wrote (60114)2/6/2002 9:05:38 PM
From: Sam Citron  Respond to of 70976
 
Don't know. Probably CSCO related. With CSCO, I think it's a combination of product BTB < 1, conservative guidance, misunderstanding of the $195 inventory writeoff issue, and growing questions about accounting issues.