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To: Sig who wrote (1710)	6/11/2001 6:20:03 AM
From: pbull	Respond to of 13815

Sig, sounds like you're on track. That's what I would do, establish some modest positions and let the market tell me what moves, if any, I would need to make. We all know there are more warnings coming, and I would tend to view these as buying opps (depending on who it is that's warning), not immediately, but down the road a bit. Very few analysts say anything publicly that seems worthwhile to me. With regular self-serve at $1.41 here, down from $1.69 a few weeks ago, that should add a bit of a tailwind to earnings, and confidence, in the second half. Again, just my own observations, but I would say that employment and consumer confidence have held up remarkably well in my area. Some layoffs around the edges, but nothing major. No need to open soup kitchens. PB

To: Sig who wrote (1710)	6/11/2001 11:23:56 AM
From: jhg_in_kc	Respond to of 13815

down we go again. I sold everything today that I had bought since April. ]I now only own a small amount of BRCD< CIEN, EMC, and MSFT. Everything else i pictched, just broke even on the trades. I think we have to face this year is essentially going to be flatline or up 5% at the most.

To: Sig who wrote (1710)	6/11/2001 1:22:00 PM
From: freeus	Read Replies (1) \| Respond to of 13815

Here's an interesting list from the front page of IBD: Title: Seek a 10,000% gain? Find fastest growers. Their list of nine has eps rating,3 year eps growth, 3 year sales growth, ROE last fiscal year and EPS change y0y, last qtr. Dfxi:99 104% 112% 57% 65% Chkp:99 60 66 53 146 Arem:99 150 50 44 110 Chs: 99 85 53 41 61 Infy:99 109 81 38 123 CTSH:98 80 63 32 65 OCPI:98 135 126 91 83 ILA: 96 95 56 36 338 NVDA:80 206 143 38 66 Freeus