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To: Boplicity who wrote (12332)	4/5/2001 11:21:43 PM
From: A.L. Reagan	Respond to of 13572

SEBL is going to be an interesting case: Tom S. has been making the "Chambers" circuit with a pretty gloomy outlook, and yet no warning for Q1, so many presume they will eke by this q. This kinda ties in with my thesis about BEAS. (We can make this quarter but the near-term future is grim.) SEBL's forward guidance, or lack thereof, is going to speak volumes. If they barely make the #'s, and if Tom S. continues with the "life basically sucks" theme going forward, I wouldn't want to hold the stock above $30. Tomorrow, reaction to the employment report will set the tone. I don't think it's going to be dismal given the time lag between announcements and actual layoffs (for outfits that follow the 60-day rule), but don't have a clue if that's the case whether the market will (a) sell off because Greenie likely won't cut rates until late May; or (b) rally on the theory that recession fears are overblown. My suspicion is the former.

To: Boplicity who wrote (12332)	4/6/2001 1:05:30 AM
From: mishedlo	Read Replies (1) \| Respond to of 13572

One can make 30% on your money playing the bounces off of the bottom part of the base in the beginning. I'm having a hard time doing so myself, it's skill I need to work on. Greg it is not as easy as it looks, and that is why for the most part I do not bother. Did EMLX look like a buy at 22? 20? 18? 16? 15? You had to cath it at 13 to get 30%. Like I said a 24hr difference as to when they reported that warning could have had all the differnece in the world. I think they got lucky judging from SCMR. Now if you bought EMLX at 17 that 33% gain today just got you even.