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To: rogermci® who wrote (17929)	1/3/2002 7:15:59 PM
From: Tom Hua	Respond to of 19633

Roger, I agree with you completely. As a matter of fact this is acting very much like April last year when the market was pricing in a 2H/01 recovery that lifted the Naz to 2400, only to fall hard to 1600s when hope didn't turn into reality and as you know the Naz tumbled to 1600s (before 9/11). WS will get a clearer picture when companies report this month, starting next week. Regards, Tom PS: covered some more IMCL in the pm, only 20% left.

To: rogermci® who wrote (17929)	1/3/2002 10:29:29 PM
From: Paul A	Read Replies (1) \| Respond to of 19633

Yeah- I remember your comments over the last few months Roger.. Come to think of it, you actually hit the market right on.. Next time IM going to take it to heart and follow you a bit : ) Any thoughts on what key nasdaq/dow levels you feel would be time to start selling what you own/dont own? IM starting slowly... My day job has been real 'crappy' lately so IM being carefull not to put too much on the table.. Hey- tomorrows Friday.. These weeks are going fast thanks to the holidays.. IM all out of 'whack'