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To: Boplicity who wrote (3410)	8/24/2001 9:13:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 13815

The CSCO announcement last night confirms the April Bottom. The market should continue to move sideways forming a very nice long base while we wait for the economy to show signs of recovery, I believe we could see that in three or so months. We should see signs of pockets of strength to emerge from here on out. The big damper on the naz is going to be the PC sector. Will the naz be able to move forward without the PC sector as a contributor? Naz and PC sector have been tied together for so long that it's going to take time for investors to adjust to PC sectors continued commoditization. How the PC sectors plays out in reaching it's steady state and what emerges to take it's place as driver for the NAZ, along with the economic picture becoming firmer and better are the keys to the NAZ advancing again. IMHO On another note. I believe commoditization is the natural path for most technologies to follow. What's happening in the PC sector is or already has started to happen in the Storage sector. It's the old dime a dozen at work. B