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To: H James Morris who wrote (96893)	3/20/2000 2:08:00 PM
From: Danny	Read Replies (1) \| Respond to of 164684

<<Danny, where did you hear this?>> James, that is just a comment I quoted from Briefing.com. As far as I am concerned, I could care less about what kind of a financial trouble CDNW is going through. To compare CDNW with VERT/ICGE is like to compare SGI with SUNW. Yes, many companies listed in Barron's article do have their problems, but cash is the last problem facing ICGE/VERT

To: H James Morris who wrote (96893)	3/20/2000 2:16:00 PM
From: Danny	Read Replies (3) \| Respond to of 164684

James, I am not so worried about either MSTR fallout or Barron's crap. All of these do not change the fundamental of our story, which is all we need as bulls. What I do worry is the tension between China and Taiwan. With the pro-independence president elected over the weekend, the likehood of a war betweenChina and Taiwan has gone up tremendously. You know, nothing seems to be able to break this heartbreaking new economy trend. But you can be assured that a war in the far-east would crash the entire US market. I am looking at at least 40% retreat in NASDAQ if war indeed breaks out, with semiconductor industry going down 50% and more.