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To: Bill Harmond who wrote (8237)	8/9/2001 12:21:03 AM
From: Mark Fowler	Respond to of 57684

Mines still bullish buy this dip .

To: Bill Harmond who wrote (8237)	8/9/2001 12:37:21 AM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

Interesting, JP Morgan reiterates their Buy recommendation for Cisco, but lowers their estimates for the coming quarters. The brokerage firm believes that the company may be beginning to see more signs of a stabilization than they articulated in the conference call. Read more about JP Morgan's insight into the Cisco results in today's CNET Investor featured broker story.

To: Bill Harmond who wrote (8237)	8/9/2001 1:21:09 AM
From: Mark Fowler	Respond to of 57684

We'll see i'm looking for bounce daily on sox near 570-60 maybe tomorrow or friday. Semi's bullish ; communication equip. sector could be false signal.

To: Bill Harmond who wrote (8237)	8/9/2001 2:02:06 AM
From: Mark Fowler	Respond to of 57684

want to hold Spx 1169-67 will cut some if its out.

To: Bill Harmond who wrote (8237)	8/9/2001 2:57:17 AM
From: Mark Fowler	Respond to of 57684

-- Update -- Trading floor sources at CIBC World Markets telling us that firm views SUNW/HIT as a potential positive for BRCD. Based on BRCD's relationship with Hitachi, thinks there is strong potential that Sun Micro will qualify BRCD switches for use with its servers by year-end... Thinks deal has immediate positive implications for QLGC, Sun Micro's sole source of Fibre Channel switches, but is not immediately cause for model revision.... Potential negative impact for EMC and HWP.