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To: fedhead who wrote (159137)	8/29/2003 9:15:24 AM
From: hueyone	Read Replies (1) \| Respond to of 164684

US is on its way to becoming a nation of investors who allocate capital across the globe to where it is used most productively. Allocating capital to where it "used most productively" would require American "investors" to learn an entire new skill set. Mostly the opposite has been happening for the last ten years. Capital is allocated to momentum, hype and and hallucinogenic visions.

To: fedhead who wrote (159137)	8/29/2003 10:00:39 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

OK I know you like that company but what is the competitive advantage that you see? Because I never liked consulting companies as investments in the US either. The company I am working with alot is Satyam. We like the people from Satyam, but what bothers me is, these guys don't really like Satyam all that much. They want Applied to set up a sub like Cisco has done (Applied hasn't done that yet they are still using the offshore firms). Applied is not a great company to work for! Why is CTSH better than Satyam.