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To: Bill Harmond who wrote (9808)	11/29/2001 4:32:29 PM
From: Mark Fowler	Respond to of 57684

good i think chkp and Vrsn will perform well together in ones portfolio; i have both now. On Vrsn one of the issues near term is some Arbitrage going there. Chkp and Vrsn are two excellent long term players and have some of the most upside potential.

To: Bill Harmond who wrote (9808)	11/29/2001 7:28:52 PM
From: Wizard	Read Replies (3) \| Respond to of 57684

The business spending recession is over. Q3 was the bottom for nealy all tech industries. The service providers are still hurting and they will be the last to come out of this but storage and software and wireless related firms are starting to fire on more than one cylinder. Business has more than stabilized, it is growing. Yah, it is only growing off of depressed levels but it is the law of small numbers and its good to see... This market move is not a head fake... First comes the firming, then comes a penny upside and then the wholesale upward revision to earnings as margins expand with operating leverage.... We will retrace gains at some point but with every day, it becomes more and more clear that 9/21 was the low point in a massive bottom... so much for the stock market beginning to rise 3 to 6 months before the economy... this time, the lead time was 3 to 6 weeks... Hopefully, we can ensure some economic momentum by getting this restrictive fiscal policy reversed... with the unemployment claims, we should clearly be running deficits at this point in the cycle. A little stimulus passed this session would then kick in in the March Quarter and that would be a nice helper to what is Supertanker America trying to get around the recessionary buoy and head for home... wouldbeniceifnextrecessionisntforanothertenyears...

To: Bill Harmond who wrote (9808)	11/29/2001 8:54:42 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

Bill do you know what this company does? Jan 9, 2001, (LA Times /FT Information via COMTEX) Broadcom Corp. has announced plans to purchase Santa Clarabased ServerWorks Corp. for more than $1bn in stock. Irvinebased Broadcom has sustained major blows to its share price in recent week but "is still rather healthy against some of the other semiconductor companies" according to JP Morgan H&Q's Eric Chen. On the Nasdaq Stock Market yesterday, Broadcom shares rose $6.44, or 7.4% to close at $93.44.