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

To: Jacob Snyder who wrote (60689)	2/17/2002 10:13:12 PM
From: Cary Salsberg	Respond to of 70976

I don't disagree with consolidation, but it is usually determined by market success and not availability of capital. I own some CSCO and I think they will succeed, but they have become a marketing company that buys technology and products. The value they add is understanding what the customers need and which products and companies to buy. I don't have as much confidence in CSCO and other box makers as I have in the 8 I have been buying.