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To: Mark Fowler who wrote (118280)	2/21/2001 8:59:17 AM
From: H James Morris	Read Replies (2) \| Respond to of 164684

Mark, I wish you had told me to leave SUNW alone. Merril downgrades it saying they can't give a server away.:-( Air apparent. . . Once again, I'd like to harp on the fact that what we've seen in the last few years was the biggest bubble in the history of the world. It's extremely important to understand that fact, because once you do, it makes sense why the economy has fallen apart as fast as it has. In essence, the stock market was the economy. Along with the inventory accumulation (which was done to help companies make the numbers to help keep the bubble alive), that's the reason why things have fallen apart so fast. If one does not understand where we have been, it is extremely difficult to understand where we are going. The fact that we have a bubble means that the analysis going forward must take into consideration the special problems a bubble causes and what we'll be likely to see down the road. Everyone who expects this to be more or less business as usual is going to be badly surprised and badly burned. The reason I spent so much time describing the bubble is because understanding it as such is going to be key to financial survival prospectively.