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To: Bill Harmond who wrote (8173)	8/6/2001 11:00:04 PM
From: Mark Fowler	Read Replies (2) \| Respond to of 57684

I think with present economic environment capital spending may actually have to go up as consumer spending continues to be robust and housing also has not collapsed(Prices were too high in the valley they had to come down more in line with mean)the earliest victim in past recessions, I would think that tax cuts and continued economic low interest rates with low inflation and as unemployment rises it will give capital spending a boast. I think a new bull was born here the markets will pick up on this a slow steady rise going forward. Key words: Broadband and Innovate! <<The long term may look cloudy, but economists, including Federal Reserve Chairman Alan Greenspan, still believe technology holds the key to economic growth. And as long as companies here innovate, that will benefit Silicon Valley. >>

To: Bill Harmond who wrote (8173)	8/6/2001 11:21:11 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

forbes.com Cisco Gives Investors The Jitters Lisa DiCarlo, Forbes.com, 08.06.01, 3:14 PM ET

To: Bill Harmond who wrote (8173)	8/7/2001 12:16:00 AM
From: Mark Fowler	Respond to of 57684

Bill it be good to see sox hold 600 Sox and IIX hold the keys here on techs, imo. looks like some thing of a good setup on IIx could be forming here.