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To: MrBluff who wrote (23798)	4/5/2001 10:20:05 AM
From: uu	Respond to of 25814

Today's action indicates how fragile this bear market is as fragile it was when Nasdaq was at 5000. All happened was that DELL basically said Things are as bad as we predicted they would be, andin fact we are not sure still if things are getting worse or not, but for now things are as bad as what we said they would be a month ago! And you have a huge rally based on above statement indicating that things may have become stablized. I personally think this is a false rally and we will be in the 1500-1600 territory for at least another month or so. But heck, it is nice to see some of my paper losses to decrease or heck even to have stopped (even if it is a one day phenomenon)!

To: MrBluff who wrote (23798)	4/13/2001 10:25:24 AM
From: Jock Hutchinson	Respond to of 25814

Mr. Bluff: In addition to the twelve picks that I already listed, I would like to add JNIC PALM and BRNC. I liked BRNC at 20, and I still think it is a terrific company. Currently it is selling for cash on hand, so it will easily be able to sustain during any recession. Mr. Bluff: If you put equal amounts of capital in these three companies at today's prices, I expect that you will be able to garner a three bagger within the next year--even if we have a recession and one of these companies goes belly up. BRNC is an internet consulting firm that has retained about 90 percent of its customers since it was priced at 80. But it is being washed up by the same brush that took down such garbage as March First, which never had cutting edge technology. Palm, of course is the leading edge PDA provider, and is in the throes of an inventory hiccup. But it has about half a bil in cash, so it will sustain. It also owns the OS, which is particulary attractive. JNIC is a leading provider of Fibre Channel Storage. While the debate still goes on as to whether this storage modality will prevail, it is an enormously attractive speculation at these prices. Good Luck and Good Health to all.