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To: H James Morris who wrote (117897)	2/16/2001 1:16:16 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

Forget the communications area for now i think even Csco could go lower yet. NT might have bottomed and i think its overdone there we'll see if its more economic or if NT is losing it to competition? NT is one hell of company that have resources to turn around . Jim no place to hide i'd wait till these stocks hit bottom i don't see the networking and comunications area bottoming yet they were the last to go. Computers and internet were the first to correct I think Dell and Hwp, Msft, Intc, Yhoo, ebay look good so far.