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To: GST who wrote (120327)	3/13/2001 9:45:20 AM
From: H James Morris	Read Replies (4) \| Respond to of 164684

Gst, bought SEBL,BEAS,ITWO,CSCO at the open. Not for trading, but long term buy and hold. Good luck.

To: GST who wrote (120327)	3/13/2001 8:20:42 PM
From: Victor Lazlo	Read Replies (2) \| Respond to of 164684

why do you suppose there is an estimated six-month build-up of inventories in this high-tech economy of ours? Wasn't the beautiful promise of ITWO and ARBA and the other similar co's to prevent just this very circumstance? You claim to know so much about this space and your previous posts always favored ITWO. Well, did this current build-up of uncomitted inventories go completely over your head? It is now estimated that it will take 6 mos to sell off this product. Selectron alone is alleged to be holding $4.7 billion (that's a B) in inventory. Whatever happened to just-in-time inventory "solutons" ? Again, how much more simple explanation do you neeed for this simple question? For an ITWO bull, you apparantly don't follow the news very closely. I would love to hear your comments. Victor