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To: Gottfried who wrote (574)	5/13/2001 11:35:10 PM
From: Shoibal Datta	Read Replies (1) \| Respond to of 95738

G, I tend to discount the comments of the industry execs with the supposition that they are also ad-men (or women) for their particular company/industry. It is certainly not in their best interests to say that things are pretty bad unless they are forced to. It is in their best interests to wade through this period with optimistic (or hopeful) words- and keep the rest of us confused. -SD

To: Gottfried who wrote (574)	5/13/2001 11:46:35 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95738

I agree that this is getting ridiculous but I believe the negativity is just beginning. I have been burnt so many times throughout my investment career that my skepticism about any investment has reached new heights throughout this Bear Market. Take a look at this excellent chart of the NASDAQ: saavycharts.com If we get another 50 basis point cut from the FED on Tuesday and the market still falls then what we read in that article will probably be quite the norm. Now don't get me wrong because I do believe three weeks from now the same CEO could change his mind and say he sees the recovery coming again but it's just not all that likely. We are just about done with earnings this quarter and soon we will have very little to concentrate on other than bad economic data and the possibility that the FED is done cutting rates. The market is already heading down again. Where is the actual recovery that will lift it? It's just not here yet and that is why we will get one more chance to buy great long term positions at cheaper prices. RtS