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To: Oral Roberts who wrote (3058)	7/31/2001 1:18:54 PM
From: Diana	Respond to of 10077

CNBC had Galvin on recently and is revving up for Abby Joseph Cohen tomorrow morning. This week may be a great chance to sell.<g>

To: Oral Roberts who wrote (3058)	7/31/2001 1:19:43 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 10077

It seems like we are at an inflection point right now and it seems unlikely that we would have the beginning of the next big rally at the end of earnings season. Especially when it is the earnings season that is at the annual selloff period with no real good news on the horizon. Anecdotally, I was at an international freight forwarder yesterday in South San Francisco and every tech company has their own roped off area...you would be amazed at the amount of equipment sitting on the docks....you would be even more amazed at the amount of dust on the crates indicating that the equipment isn't going anywhere anytime soon.