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To: Bill Harmond who wrote (3419)	11/24/2000 1:27:20 PM
From: 16yearcycle	Respond to of 57684

T doesn't appear to be a more than 10% customer. Mot, coms, csco lead the way. Sci Atlanta is close to a 10% customer, however, and they are impacted by the T deal.

To: Bill Harmond who wrote (3419)	11/25/2000 1:40:59 AM
From: Sonny Blue	Respond to of 57684

A bear market's viewpoint: "Let me remind everyone that this kind of thing seems to happen every generation. It's like sex - you can't just explain it to folks, and expect them to understand and be satisfied with that. You have to experience it. " ipsfunds.com

To: Bill Harmond who wrote (3419)	11/25/2000 12:56:33 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

Somwhat off topic wanderings: I am adding C, BAC and AXP to my list of beaten down "value" stocks for 2001. (This harkens back to posts of a few weeks ago where I suggested I would never again forget to hold my year end list of value stocks for the next full year.) These are probably a safer bet then the three retailers I am focusing on, HD, JWN, and COST. Bill, how do you think the money center banks will do given the expected rate environment, and do you have a symbol I can use for an index I can track them by on PC Quotes? Back on Topic: I do think we have enough beaten down tech's that they will easily outperform the above. I am sticking with the growth names we all know, especially now, but also will pick away at T, Wcom, and Lu. I am wondering if as a thread we could create a portfolio, as they have on G and K, and follow it through the year and hold periodic reviews and updates based on any fundamental changes. For example, we might been high on VCNT, but could have decided to lighten up when QCOM invaded their turf this year via acquisition. We could even run an aggressive growth portfolio along with a more balanced mix of gorillas, tech values and hyper growth and see how it works out.