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To: Zeke who wrote (707)	10/5/2000 6:20:58 PM
From: SJS	Respond to of 1805

Zeke, I really can't do that for you specifically. I think you should do your own DD in that regard. However, the market will turn when pessimism is pervasive. I would look, like many do, at the list of warnings after the close each day. Then, look at other candidates in the same segment. For example, when Dell warned, I mentioned to a few folks that IBM, and CPQ and MUEI and GTW and HWP might be ones to consider that would go down in sympathy or generically because of segment concern. Anyway, that a paradigm that might help you in your DD process. Steve