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To: Boplicity who wrote (6921)	3/9/2001 8:26:01 PM
From: John Koligman	Respond to of 10934

Hi Greg, Well, if we use history as a guide the NAZ is near it's low, it may hit 1700-1900 but the majority of the damage has been done. I think we would have stopped at 2500, but the economy has been the downside kicker to where we are today. History also tells me that the INUT garbage is for the most part gone for good, and that the hiperpe issues (as I term them - BRCM/JDSU/NTAP/EMC/CSCO/BRCD/PMCS/YHOO/JNPR,etc) are for the most part unlikely to see their highs again. All healthy in my opinion. I trade short term, but if I were to buy and hold tech for any length of time, I think I would look to ride the semi cycle, picking up issues like AMAT and LSI for the next ride. I really don't know if we get an L or U recovery. Which occurs will be the key to the NAZ bouncing around or making a sustained move back up. I think we will get some nice tradeable rallies as sentiment changes. Regards, John