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To: Bill Harmond who wrote (8650)	9/10/2001 5:01:45 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 57684

WH, you listening to Avici's CC? Interesting note on cash position. They said they expect to end the year with around $140 million, which comes to about $2.80 per share. They also gave guidance on cash burn for next year. It looks like they have plenty of cash to remain "fully funded", but I'm going to have to listen to the replay to be sure of the details. Still expect to reach profitability in '03. Of course, as we discovered today, expectations of future revenues and profits can change sharply depending on the spending mood of carriers. Bob

To: Bill Harmond who wrote (8650)	9/10/2001 7:16:23 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

I think we'll have a move down 200 points or so on Spx from 1167, then a possible good bounce from there. Then back down through the long term trend line, my best estimate for a symmetrical move down on the other side of it. Btw, ON NAZ you've looked at -- really think about this? NAZ is leading.