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To: William Hunt who wrote (26801)	2/27/2001 11:17:52 PM
From: Sonki	Respond to of 27012

william, like i said what ever u do in a bear market is always the wrong thing. We shd pretty much just go on vacation for a year or two or close our eyes. As for sunw, I think you can wait for it go a little higher then buy. If naz goes up sunw is ready to go. I think lot of our CEOs are painting a very bleak picutre as the stocks are already down so they are giving guidance in accordence to the price. You can tell when the stock does not go down on bad news. This way they have some cushion to wrk with. I am currently taking advantage of this down turn by reorganizing such that when naz if/when does go bak that I am w. the right company. internet is not dead but which company is executing and will part of the next internet boom? PEs are still high on some of the high flying companies. Watchin them closely.