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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Jim Willie CB who wrote (5560)	10/4/2000 7:34:13 PM
From: RR	Read Replies (1) of 65232

Wild Man: U happy today? Now don't go gonkers just because you see some green. DELL doesn't surprise me, although since their exec was just saying all was OK, I suspect they lost a lot of credibility. Them saying ok for this quarter but warning about 4th is what we may hear more of from others like we discussed in recent weeks. Forward guidance..... Watch fiber optics..... RR

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