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To: Mark Fowler who wrote (118049)	2/17/2001 10:54:42 PM
From: GST	Respond to of 164685

ITWO is going up. The last three months have been spectacular for itwo's market -- companies now realize the importance of managing the supply pipeline well enough to avoid inventory train-wrecks like the one we are seeing in telecom, which is evident even to the slowest learners -- I'll bet even Bill now realizes that hot industries like telecom CAN have abrupt slowdowns in demand. (BTW, Bill told me on several occasions during the fall that it is IMPOSSIBLE for the telecom companies to stop ordering new equipment because they would fall behind the other telecom carriers -- my answer was that telecoms would stop ordering if they ran out of money and new places to borrow money -- to which Bill responded "you are clueless". And of course I am so glad I am clueless because I avoided the carnage that smart guys like Bill refused to see until it was too late).