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To: Lizzie Tudor who wrote (138550)	2/4/2002 3:57:10 PM
From: GST	Read Replies (1) \| Respond to of 164684

The "market" could go down big time as investors get more serious about selling things that just have no chance of ever justifying their current stock price. CSCO might be one of those companies. I like SCM because I know pretty much what can be accomplished and what it is worth to its customers. Unfortunately, even in scm it will be important to pick the wheat from the chaff -- and I don't think that will be too easy. You know what I think about ARBA -- ITWO is the one I am now eyeing again.