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To: Bill Harmond who wrote (8616)	9/6/2001 2:14:58 PM
From: Mark Fowler	Respond to of 57684

I guess so ...the Xtc is coming down hard and Qcom follows that index.

To: Bill Harmond who wrote (8616)	9/6/2001 2:18:26 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

Aol is good short here took out 36.

To: Bill Harmond who wrote (8616)	9/6/2001 4:59:12 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 57684

Bill, looks like cash doesn't make a floor for a stock these days. If AVCI were pre-IPO and the VCs thought it was really worth less than its cash, they'd liquidate it. Any thoughts on this recent collapse. It looked good after Chambers' comments a couple weeks ago. Bob

To: Bill Harmond who wrote (8616)	9/6/2001 7:40:11 PM
From: Mark Fowler	Respond to of 57684

Stay short on few stocks with stops; it looks like many have a long ways to fall yet Bill. Biotechs with there high PS ratios and PE's have yet to fall the hardest and they will! Infact you can throw a dart and make money going short now. Reminds me of August '99 on the long side!

To: Bill Harmond who wrote (8616)	9/6/2001 9:27:22 PM
From: Mark Fowler	Respond to of 57684

I guess it's telecom-equipment sector prejudice. Cramer published that there was a $500-600 million tech hedge fund that was forced to liwuidate yesterday, and that makes sense considering the quality of the names down hard yesterday. << Bill funny how cramer was bashing tech and Jdsu all yr long now he's just liquidated his fund? Then he claims to the world tech is dead. well whats the little fat man buying now? Cat and the big MO. Let me tell ya everything is coming back now!