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To: rogermci® who wrote (7710)	3/28/2001 11:06:31 AM
From: Tom Hua	Respond to of 19633

Roger, I'll join you in a day or two. Naz just broke 1900. Regards, Tom

To: rogermci® who wrote (7710)	3/28/2001 9:17:50 PM
From: Tom Hua	Read Replies (2) \| Respond to of 19633

Roger, I looked at 2 tech earnings tonight: 1. TECD, beat street but guided EPS substantially lower for current quarter. I went short at 26 AH. 2. CS, beat street and guided top line higher, comfortable with current EPS consensus. Will take 2 of its subsidiaries (Enterasys and Aprisma ) public without doing IPO in light of market conditions. Details to be unveiled in the next 2 months. Riverstone, another subsidiary, went public earlier this year. RSTN shares to be distributed tax free to CS shareholders. CS has $1.1 billion in cash and investments, market cap $2 billion. I'm buying CS first thing in the morning. Anyone interested should at least listen to the CC replay. Regards, Tom