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To: Boplicity who wrote (7725)	12/19/2000 11:54:56 AM
From: YlangYlangBreeze	Read Replies (1) \| Respond to of 13572

You may well be the only one looking out five months. <G> I agree about the fed action. The fly as I see it is fuel. California's economy is at risk. NBC covered it yesterday saying local crisi and I mean crisis. My home cooling/heating bill more than doubled this summer to $580 in Aug. Power company is prohibited from shutting off non payers. Businesses are shutting down a % of indoor lights even during business hours. Small businesses are going broke. Dem governor Davis is trying to find remedy to statewide shortage/crisis. I hear worst fuel crisis in 20 years.

To: Boplicity who wrote (7725)	12/19/2000 12:12:33 PM
From: mishedlo	Respond to of 13572

Greg I would rather focus on companies rather than sectors. Just typing now. AVNX - appears to have fantastic technology transmissions based on taking advantage of the different frequencies that make up a light beam. Amazing stuff. CERT - This will not be an immediate emergance but one that I think may take quite some time. They own the next wireless encrytion standard IMHO. Look at the news and value chain that is forming. RMBS - Please do not puke, I think they will rule their sector for quite some time. PWER - In the power chip segment BRCD - As the storage enabler CMRC ITWO ARBA - B2B basket (CMRC best of the lot IMHO) QCOM - I forsee slower growth for this one than people imagine. However it should re-emerge but a far far lower price than what we see now IMHO. ELON - Again not immediate. Give this one another 2 years to catch on. WIND - Embedded solutions leader These are just off the top of my head. CSCO DELL MSFT INTC - irrelevant - certainly not the leaders How is that for a typing off the top of my head start. Comments? M