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To: ChrisJP who wrote (16537)	9/17/2001 8:33:02 AM
From: SusieQ1065	Read Replies (2) \| Respond to of 208838

Morning, Chris...thanks for the list. 08:16 ET Networking : Morgan Stanley says that while tragedy makes it more likely that networking companies will miss Sep qtr estimates, firm is raising 2002 industry growth rate by two points to 11-12% as the industry may benefit from increased spending on disaster recovery, VPN/security, remote access, video conferencing, and wireless infrastructure.

To: ChrisJP who wrote (16537)	9/17/2001 9:11:19 AM
From: edkaiser	Read Replies (1) \| Respond to of 208838

Chris; It may be too late right now, but very much worth watching if the froth blows off a bit. Some of those companies are likely to be ones that actually have solid earnings growth going forward. VSNX, in particular was starting to get good penetration in U.S. law enforcement, but was also stirring up huge civil liberty concerns. The current environment IMO will override many of those concerns, and they will be gaining customers in the U.S. and abroad. - ed