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To: Bill Harmond who wrote (4931)	1/18/2001 5:30:07 PM
From: Mark Fowler	Read Replies (4) \| Respond to of 57684

Nortel Networks revenues up 34% in Q4, profit meets analysts' expectations siliconinvestor.com

To: Bill Harmond who wrote (4931)	1/18/2001 10:06:46 PM
From: Tom Kearney	Read Replies (2) \| Respond to of 57684

Bill - re "...holding strong. The Force is with us", I'm thinking I might sell a little when NAZ hits 4000, or when Greenspan starts raising rates again. Natch, I don't expect that for a while. Added a tad of JNPR, BRCD and CREE today, extending margin a bit. JNPR, BRCD and CHKP are 'in the tornado'. One of the harbingers of the correction last year was tax day, when so many had to sell shares to pay for their outsized cap gains. This year should be the opposite - tax refunds to quarterly payers should start flowing back in to the market soon, and there should be no need to sell this spring if you're medium or long term investor. My goal now, is to hold many of my guys forever, so I never pay cap gains again....in my life time....and I have the loss to do it! But, we're recovering nicely, and this should go on for years, no? And how 'bout that CMRC - 'The company's closely watched sequential revenue gain, from its third to fourth quarter, was 70 percent'. Tornado time! Regards, Tom