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To: im a survivor who wrote (4160)	10/15/2001 9:43:32 AM
From: Boplicity	Read Replies (2) \| Respond to of 13815

I find this type of thinking interesting. I have no idea if the time line is correct but the sequence of recovery seems ok. <<08:11 ET CSFB Tech Strategy : CSFB says that 2002 may see a tech recovery with year/year comparisons improving and estimates stabilizing, but the next tech cycle, with strong upside earnings adjustments, may be late 2002 at best; says post-Sep 11 mindset is similar to Y2K but focussed on hardware rather than code; could result in a mild hardware lead recovery in servers, networking, wireline, and storage in early 2002.>> B