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To: Bill Harmond who wrote (6949)	5/16/2001 6:21:10 PM
From: Mark Fowler	Respond to of 57684

wired.com General good news!

To: Bill Harmond who wrote (6949)	5/16/2001 6:28:52 PM
From: Wizard	Read Replies (1) \| Respond to of 57684

Check out the similarity in the CSCO 1994 chart and the BRCD 2001 chart. CSCO and BRCD both broke down and attempted 2 rallies that failed, then they gapped down on large volume and then continued their freefall until bottoming 5 months after peaking. Both companies announced a major decceleration in revenue growth during the respective time periods. Cisco proceeded to begin a steady march upward and actually did not break even its 50-day moving average to the downside for many months. Using the 50-day as support now for BRCD would imply that there is a lot of support for BRCD in the mid-30's right now. BRCD is moving in much bigger percentages than CSCO did but I guess that is more a sign of the times. Needless to say, CSCO was extremely undervalued in August of 1994 no matter how you slice it. BRCD looks expensive on NEAR-TERM numbers but if this is the company I think it is, it will look tremendously undervalued when looking back in 3 to 5 years....