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To: H James Morris who wrote (114702)	1/7/2001 4:06:10 PM
From: GST	Read Replies (2) \| Respond to of 164684

The dot-bust continues biz.yahoo.com

To: H James Morris who wrote (114702)	1/7/2001 6:27:41 PM
From: GST	Read Replies (1) \| Respond to of 164684

HJ With the IPO freeze out and dot.com crash, what kind of shape would VCs like KP and others be in? How would you assess the impact on their health?

To: H James Morris who wrote (114702)	1/7/2001 8:57:16 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

Jim don't you think Dell is a good buy in here, you wouldn't be paying a premium for it. I want to start accumulating a few shr.s on some techs again, even though i know they are out of favor. I'm not interested in the high flyers yet that have PE's over 100 and 200 those are trading stocks and they have more downside on them. I'm thinking Arba could possible come back to 23-25 that's the H&S measurement on it. Yeah i'd take profit on Nvr. definitely looks over extended and i'd do it next week. Any stocks you like in here that have good upside in them for '01?