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To: H James Morris who wrote (118231)	2/20/2001 8:56:27 PM
From: Mark Fowler	Respond to of 164684

Oh i was buying back in march?? ;) i believe the archives here will show i saw a top in march i posted it to Glenn. , while you were wildly chasing techs over the summer months i was selling into your foolishness. Btw, i love to give you shit at times hows it feel?...i want you to get wise and quit fu$king with a money losing sector, techs are going to sleep maybe for long time pal! I have yet to see a catalyst?

To: H James Morris who wrote (118231)	2/20/2001 10:14:29 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

Y COMMENT U.S./Retail/Softlines - February Retail Softlines Expect Comps to Increase +0-2% (vs. +4.7% LY); Spring Is Here! We expect our February CSFB Retail Softlines Same-Store Sales Index (to be reported March 8) to increase +0-2% (vs. +4.7% LY). Spring merchandise collections are now fully presented in stores, with several of the faster-turning retailers already gearing to move from Spring transition into Spring I collections. February is mostly uneventful, with sales typically picking up near the end of the month. Most retailers have noted an inconsistent level of mall traffic during the first two weeks of the month. We expect the strongest results, up mid-single digits, at Hot Topic (HOTT, $25 .31, Hold) and Talbots (TLB, $50.69, Hold). We expect the weakest results (negative mid-single digits) at Gap (GPS, $29.44 , Hold) and Intimate Brands (IBI, $16.89, Hold). We continue to recommend selectivity on the investment front with a bias towards stocks with still reasonable valuations, as sales and earnings estimates remain vulnerable in this slower economic environment. We expect to gain better visibility on 1Q01 when retailers report year-end results beginning this week. Our Buy-rated stocks include Abercrombie & Fitch (ANF, $30.34, Buy), Buckle ( BKE, $20.00, Buy), Children's Place (PLCE, $21.38, Buy), Gadzooks (GADZ, $19. 25, Buy), Pacific Sunwear (PSUN, $34.25, Buy), Whitehall Jewellers (JWL, $8.81 , Buy), and Yankee Candle (YCC, $13.30, Buy). CREDIT SUISSE FIRST BOSTON CORPORATION CREDIT SUISSE FIRST BOSTON CORPORATION CREDIT SUISSE FIRST BOSTON CORPORATION CREDIT SUISSE FIRST BOSTON CORPORATION Copyright © CREDIT SUISSE FIRST BOSTON, and its subsidiaries and affiliates, 2001. All rights reserved. CSFB may, to the extent permitted by law, participate or invest in financing transactions with the issuer(s) of the securities referred to in this report, perform services for or solicit business from such issuers, and/or have a position or effect transactions in the securities or options thereon. In addition, it may make markets in the securities mentioned in the material presented in this report. PLEASE REFER TO TICKER CSFBDISC FOR IMPORTANT LEGAL DISCLOSURES. First Call Corporation, a Thomson Financial company. All rights reserved. 888.558.2500

To: H James Morris who wrote (118231)	2/20/2001 10:23:45 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

lose Dow -68.94 at 10730.88, Nasdaq -106.97 at 2318.41, S&P -22.58 at 1278.95: [BRIEFING.COM] Not a great day to be invested in tech as the Nasdaq took it on the chin for a bloody 4.4% daily loss. Following a positive open this morning, the Nasdaq trended lower for the better part of the day closing under key support in the area of 2380. Breadth on the index was poor with decliners leading advancers by a margin of 25 to 13. The high/low differential closed on a weak note as well with new lows outpacing new highs 117 to 78. Nasdaq decliners drew more than fair share of volume with down volume ahead of up volume by about 6 to 1. With the Nasdaq under key support levels look for a test of the year's low at 2251. Also note the index is exceptionally oversold which makes a trading rally likely in the near term. Downgrades on communication chip makers Applied Micro Circuits (AMCC -5.34) and PMC Sierra (PMCS -7.88) by CS First Boston contributed to drag on the broader markets. A downgrade on JDS Uniphase (JDSU -1.63) by USB Piper Jaffray hurt the optics sector as well. For the day, chips, optics, b2b and internets weighed on the Nasdaq with strength found in stock specific issues only rather than broader sectors. Separately, the Dow closed lower as well as investors sought safety in an economic and earnings environment being seen as increasingly hostile. Defensive sectors saw strength as tobacco, beverages and cyclicals performed well. Retail issues also demonstrated strength behind pre-market earnings reports from Wal-Mart (WMT +1.04) and Home Depot (HD +1.09). Financials and technology served to drag the broader markets. DJTA -0.6%... DJUA 0.6%... SOX -7.4%... DOT -6.5%... XOI +0.5%... BTK -2.3%... CRB -0.6%... Nasdaq 100 -5.3%... S&P Midcap 400 -1.7%... Russell 2000 -1.6%... NYSE Adv/Dec 1314/1762... Nasdaq Adv/Dec 1312/2510.