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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (7063)	9/6/2003 12:38:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 25522

OT-I thought you were thinking about investing in msft for their livemeeting product? I could be mistaken though But anyway, I don't own webex either, nor would I consider msft because I think msft will be taken out by yahoo for the exact reason their webex partnership implies. But I do own networking/broadband companies, and I'm looking at the networking chip companies pmcs amcc and whoever else I can determine will be a play on broadband. Its amazing how many people think the broadband buildout is done. Anybody who tries to use these new technologies, online meetings are one, realizes immediately that networks need to be upgraded immediately. sorry for the diversion amat thread!