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To: The Ox who wrote (1979)	5/27/2000 8:06:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 2283

Michael, Welcome and some good analysis. One factor you may not be taking into consideration is the Y2K factor. By that I mean companies spent a boatload of un or under budgeted money on remediation & peparation. Then once that was complete, new serious spending was pot on hold. Lots of hardware companies have put out profit warnings this year with much slower growth, flat to even negative earnings (PTIX, EQNX and PERL from my holdings). Many are still reporting deferred orders. And most expect a much better 2nd half. FYI Scott