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To: Night Writer who wrote (90363)	3/18/2001 11:55:16 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

Night Writer-- money is going into money mkt accts for 6 - 9 months or so until AGs fiasco has run out of steam and the effects of rate DEcreases are on the horizon. Cash will be poised to come back but the mkts still will be going down in spite of the FED desreases-- actually the decreases could help the mkts downward in the short term...

To: Night Writer who wrote (90363)	3/19/2001 12:31:43 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

NW - I have been moving a decent chunk of my change into real estate. Pretty much putting all of the proceeds from my routine option transactions - CC sales and the like - into interesting property, most of it empty land which I will eventually improve. I have not yet sold down my core holdings but I plan to reduce later this year if things improve any. I don't know enough about real estate markets yet to be comfortable with a really big swing, but it now represents about 15% of my assets. I hope it beats a money market account!

To: Night Writer who wrote (90363)	3/19/2001 7:36:17 AM
From: PCSS	Read Replies (1) \| Respond to of 97611

From a MAJOR Firm's call this morning: Enterprise HW Fund`tals Getting Worse Before They Get Better; Cutting Ests Again We are once again making sizable cuts to revenue and earnings forecasts for the enterprise server and storage companies, including BRCD, EMC, HWP, IBM, NTAP and SUNW, based on continued slowing in the U.S. and our belief that this will spread to Asia and Europe. We have gone to the low end of the range of expectations or below it in some instances, and are well below consensus forecasts. In the U.S. the slowing has spread to virtually all industries, while anecdotal evidence is beginning to suggest that the slowing is also spreading to parts of Asia and Europe. Compounding the demand problems are overcapacity in the telco space, intermittent inventory buildups, and aggressive pricing action. While the risk-reward potential for our universe of stocks is beginning to look more attractive, we maintain our view that it is too early to err in favor of the upside. We think that there is the potential for an additional 10-30% downside to our stocks versus upside of 50-100% over a 12-18 month time period, with the stocks likely to trend down more before recovering given the negative fundamentals and the downward bias to earnings. Michael