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To: Box-By-The-Riviera™ who wrote (80791)	3/15/2001 8:31:49 AM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 436258

I am not sure were, ...... they found it on the WSJ on the web. In any case that is my e-mail to him this morning Dear Aaron: Sorry that you misrepresented my intend of our discussion. I was for most of the last 2 years bearish. My main point was the ill conceived FED policy and mutual fund collusion in running "love stocks" to the sky (SUNW, EMC, JDSU, QCOM and many other semi stocks etc.) and more importantly the issue that Bush and team inflicted substantial damage to US financial market and US credibility in general overseas, and as such many pulled their money out of the US. It is sad that I was painted as a capitulating BULL as it is to the contrary I was bearish until recently and now I am leaning to the bullish side. After your telephone discussion I e-mailed you some very bearish post from SI and it seems that you did not quote any of their content. Message 14184955 siliconinvestor.com Message 13468456 It is sad. Message 15506972 -- Sincerely Yours, Haim Branisteanu,