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To: H James Morris who wrote (122401)	4/2/2001 8:46:15 AM
From: Robert Rose	Read Replies (1) of 164684

Welcome to the Second Quarter, When Life After Cisco Really Begins By James J. Cramer 3/31/01 10:39 AM ET The most miserable quarter in memory disappears today and many of you are hoping that, somehow, the end of this quarter will signal the end of the stock market's blues. To me, it's just one more bit of history that points toward a return of the old stock market, before Cisco (CSCO:Nasdaq - news - boards) was king and PMC-Sierra (PMCS:Nasdaq - news - boards) was a blue-chip; the market where we had to think, hmm, maybe this quarter Ingersoll-Rand (IR:NYSE - news - boards) will see that increase in orders and Parker-Hannifin (PH:NYSE - news - boards) will win some big business. Maybe this will be the month where the short rates fall enough that Bank of America's (BAC:NYSE - news - boards) earnings begin to trend up. Maybe there will be enough orders in the oil patch to get Baker Hughes (BHI:NYSE - news - boards) going again. That's how it used to be before we all became tech experts and discovered that diversification meant how much Sun Micro (SUNW:Nasdaq - news - boards) you bought away from your Gateway (GTW:NYSE - news - boards) and Compaq (CPQ:NYSE - news - boards) positions. We all became such tech experts that we forgot about the 6,000 other stocks of 6,000 other companies that deliver 6,000 important parts to the U.S. economy. I'm hoping that this quarter you join me in trying to find life after Cisco. It's every bit as profitable and sometimes more lucrative, albeit at a slower, more responsible pace. I am dedicating quarter two to the assumption that money can be made in the market without a focus on tech. Join me.

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