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To: RR who wrote (4714)	9/30/2000 6:09:21 PM
From: Catcher	Read Replies (1) \| Respond to of 65232

yo RR...the catcher tech fund is still intact & poised for take off. i appreciate your posting your holdings at the end of each week!! i hold most of what you have. I thought the fed said they would no longer indicate a "bias" 3 or 4 months back. anyway...i agree with possibility we may have seen the tax selling & feel a lot of the naz troubles back in 2nd q were margin / tax related---this could have set up a weaker baseline than warranted ...so fundamentally we may be better positioned for 5000 than i think. positive news today re csco's orders & lot's of potential for the stocks dealer posts...shame that a bad apple can take em down but that's the breaks. confident we'll see 5000 next week (posts that is :)

To: RR who wrote (4714)	10/1/2000 1:51:41 AM
From: Jim Willie CB	Read Replies (3) \| Respond to of 65232

I don't necessarily think that INTC, DELL and GTW will set the stage agreed 100% loudly... let me amplify in early y2000, we saw what the media called "bifurcation" the OldEconomy split from the NewEconomy Naz kept rising while Dow kept sliding then came the 35% decline in the Naz Dow has been range-bound now for 12-16 months the Naz contains the growth engines on WallStreet newer tech firms are exploding with growth, some with double-digits oldline doggy firms are struggling to innovate at all graybeards are coming to realize: join the movement or languish I BELIEVE WE ARE IN THE MIDST OF THE 2ND "bifurcation" first came Microsoft in April falling down 30% Rick Sherlund steered it down with talk of single-digit growth as the PC sector has matured, growth has seriously slowed Microsoft managed to blame much of the problem on Win2000 transition rollout (also called Millenium) then came the 2nd shoe with Intel warning of slower growth this confirms the slowing of the PC sector on the hardware side Apple's warning is simply an ECHO of the Intel warning Apple resides in the artist loft where advertising, marketing, and some publishing live fortunately, the two stories were spaced one week apart the 2nd "bifurcation" is now seeing NewTech separating from OldTech technology has broadened in a great diverse blossoming communications, broadband, fiberoptic, semiconductors lead the way NEW high technology now has left the PC world behind in growth it relies on the PC for monitors, controls, tools it uses the same Pentium processors in strong servers but this NewTech separation does not require the PC to spearhead new growth expect PC-centric firms to struggle in the next several months expect firms specializing in connectivity from PC to the small/medium/large information pipes to thrive gonna be interesting, gonna be full of airpockets gonna involve great growth firms to be temporarily damaged unjustly there exists an OldEconomy element to the OldTech world Microsoft might be much more vulnerable than Intel Intel is involved in more than PC processors they got network interfaces, soon telecom chips, and more Microsoft has dipshit internet subsidiaries, interest in behemoth media concerns, all the while its mainstream product lines must now compete on a level field with the likes of powerhouse SunMicro the 2nd bifurcation is underway less savvy pundits, editorialist regard "tech is tech" and will miss the distinction between OldTech and NewTech just read a great metaphor fiberoptic is like a giant snake that just ate a pig the pig is the first round of broadband implementation after a little digestion, the snake can take another meal it needs big meals 2001 will be big Uniphase, Nortel, Juniper, Sycamore, Extreme, and others will lead the way so many others, such as Corvix, Avanex, Terabeam, will create new niches dont be fooled by pockets of slowdowns within the tech world some will come from endemic OldTech maturation others will come from pauses and growth pains among NewTech expansion cool, sorry for preaching / Jim