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

To: Ed Diaz who wrote (15316)	2/3/1998 9:15:00 PM
From: Teri Skogerboe	Read Replies (2) \| Respond to of 70976

Ed, Thanks for your thoughts. There is a good bit of confusion on the tech arena in general, it seems. Brian, Sounds good. See you in 20 years -g-. BTW, just got off the CSCO call and they had a good quarter, but their orders from Asia that were booked this Q were down to 10% from last years levels of 16%. John Chambers (heavy southern accent, anyone know where he's from?) met with the Japanese Prime Minister last weekish and was given an award. Anyway, he said they (CSCO) are not expecting a quick recovery, fwiw. Also said they (Japan) seemed psycologically (sp?) down. My question for the Japanese is, why not throw in the towel and just admit IT'S NOT WORKING!! regards, Teri PS. This is the old first step to solving a problem is admitting there is one.