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To: Return to Sender who wrote (28115)	9/12/2000 1:58:51 AM
From: Johnny Canuck	Respond to of 68276

At this point, I don't want to be taking any new large positions. Wait for the market to bottom. That does not happen overnight. We need two test of the low to confirm the test. In the mean time adjust the earnings models for your stocks to reflect the lower 5 year growth rates and see if there is still a reason to be in the stock in terms of upside. Let's see what CMTN does tomorrow at 4:40PM. This is their chance to repair some of the damage. Dain Rauscher Wessels Get Connected Tecnology Conference Fairmont Scottsdale Princess Tuesday, September 12, 2000 Time Room 1 Room 2 Room 3 Room 4 Room 5 Room 6 11:35 ET MONE NETE BWAY --- NTIQ STXN 12:10 ET RBAK ANDW LBRT --- PLCM VNWK 12:45 ET SDLI QNTS EXDS --- CACS * 13:45 ET JNPR FIRE ADCT --- SIMG KEYN 14:15 ET --- --- --- --- CRDS --- 14:20 ET CRDS ONXS PWAV --- * CPTH 15:20 ET --- --- --- --- --- SNPS 16:05 ET FSHP BVSN VYYO --- TPTH EMLX 16:40 ET CMTN NIKU CDN --- VTS NTOP 17:15 ET EXTR CERT EFNT --- --- * 17:50 ET ATON CFLO SCNT --- --- MCKC 18:20 ET FFIV NETP NTKK --- VATA --- 18:55 ET ANST ISLD DSLN --- TVIA * 19:30 ET LCOS IBAS NTRO --- IPIX * * Privately held company. Wednesday, September 13, 2000 Time Room 1 Room 2 Room 3 Room 4 Room 5 Room 6 Room 7 11:00 ET RSNT IWOV CAIR BFRE * CWON * 11:35 ET NTCT VRSN PRME MRCH CCRD CKFR FNSR 12:10 ET NENG PRVW UAXS NCNT WIND --- * 12:45 ET CIEN ISSX RAMP GMGC NUAN BBSW * 13:45 ET BRCD CKCM TUTS ALOY JBL BRZE * 14:20 ET INTI ALLR ARCC OTWO VTSS PVTL * 14:55 ET MMCN VIGN --- ACCD --- --- * 15:30 ET * KANA TIVO INKT MIPS ANAD * 16:05 ET PKSI WEBT TSTN MLTX RSYS * * 16:40 ET AVNX WGRD TMWD IIXL CTXS ITWO * 17:15 ET ATHM INRS SONS PFSW RATL PLXS * 17:50 ET PKTR WEBM PDYN CTIX MCTR SANM * 18:50 ET --- EPRS CVC COOL CMVT * * * Privately held company. Thursday, September 14, 2000 Time Room 1 Room 2 Room 3 Room 4 Room 5 11:00 ET SCMR NUFO CPTL --- TXN 11:35 ET JDSU * --- --- BEAS 12:10 ET CMTO * SMRA * LATD 12:45 ET * CHRD * * --- 13:20 ET --- --- * * ATGN 13:55 ET * * TQNT ARTG NMSS * Privately held company.

To: Return to Sender who wrote (28115)	9/12/2000 12:23:07 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68276

This is the start of the focus on games stocks that we though we would see as we get closer to X-mas: 3DO Company (THDO) 8 13/16 +1/8: Southwest Sec initiates coverage with a BUY rating and price target of $14; believes interactive entertainment software industry is poised for strong growth of at least 30% to 35% a year over the foreseeable future; says THDO is well-positioned to sustain this strong business momentum, and fifty new titles are expected for FY01 (March 2001) compared to 26 titles in FY00. Activision (ATVI) 15 unch: Wedbush Morgan upgrades developer, publisher and distributor of interactive entertainment products to STRONG BUY from LT ATTRACTIVE; ups price target to $20 from $16