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To: ild who wrote (75252)	3/5/2001 7:48:31 AM
From: Earlie	Respond to of 436258

Ild: Yes, the whole tech sector. (g) Here are a few of those that Earlie's tagetting radar has "locked". AMAT, NVLS in the semi equipment sector. They are running out of anti gravity fuel. CPQ and GTW in the box builder category. CPQ has been quietly skating along, but will have to fess up to big problems near term, and I calculate that the huge accounting room the company acquired with its acquisition of DEC is now largely exhausted. GTW is an accounting scam just starting to unfold. "Single digits" is inevitable and a complete bust more than a probability. Some of their folks may end up in court before this is all over. JNPR, JDSU, CIEN will continue to be featured in our main menu. They have lost "darling" status which is always painful, and their fundamentals look grim. The chart boys have to be drooling over them, which just adds to their problems. Throw a dart at any semi stock. ALTR, XLNX, etc. Who do these boys sell to over the next year? IBM is particularly interesting at this time. A huge pile of run-and-hide dough has holed up in this stock, hence the stock price has held up even as the sector has been ravaged. While the company might dodge the bullet one more time, I suspect not. Louis has kept the wolves at bay through accounting gimmickry. Unfortunately for him, accounting issues tend to fester and surface or "come together" at the same time (a-la-GTW). When IBM lets go, it will fall dramatically, much as did Lucent. I like it as a form of BK insurance as well as a high probability for an over-night 30-40% fall on "nasty news". Celestica and Solectron are "core". Razor-thin margins, and high fixed costs don't mix well with reduced order backlogs, and "push-outs". These stocks will likely make it to single digits fairly quickly. Take your pick of the software producers, cell producers and PC component producers. Most are already triage situations. I will leave the financials etc. alone for a bit yet as the tech sector is just too juicy yet. Best, Earlie