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To: Sam Sara who wrote (11394)	3/9/2001 5:20:59 PM
From: Hobie1Kenobe	Respond to of 13572

Sam - Not very many people seem willing to confront the issue that many tech stocks carrying huge inventories of unsellable products may actually report losses ( Less than zero growth) in 2001. Should make comps in 2002-3 look pretty good. When EPS growth goes negative (instead of just decelerating) valuing these stocks becomes much more problematic. Waiting for the bounce (from where I know not), but intending to continue riding this market up and down long and short. Best, JF3

To: Sam Sara who wrote (11394)	3/9/2001 5:38:37 PM
From: mishedlo	Respond to of 13572

Sam, I have not become a permabull. I hope we have an option manipulation runup, by no means certain, and I bail on that if we do. Planned exit is thursday. Zeev thinks this rally lasts all mont but I I get a piece of it and make a deecent profit (or any profit) I will be happy. I will not go short in front of FOMC. I hope the heck they rally IBM back to 106 as I will go nuclear short on it. M