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To: Wizard who wrote (11055)	4/8/2002 6:50:55 PM
From: techanalyst1	Respond to of 57684

Your reasons for those stocks warning are what I was thinking as well. Reminds me of 1999 when every software company warning blamed y2k. I thought warnings would be over last week. This week is supposed to be earnings. Luckily, I haven't been hit by any warnings either. I'm still thinking it's trading ranges due to valuation and that's why we don't break out to the upside. If guidance is taken down significantly though, I think we might have stocks trading like msft and ibm have since the last time they reported....... down by a thousand paper cuts. TA

To: Wizard who wrote (11055)	4/8/2002 7:43:21 PM
From: MGV	Read Replies (1) \| Respond to of 57684

Guidance will come down as nobody will get a multiple on stretch guidance anyway... Very good comment. The issue then becomes by how much does guidance come down? I agree, up to a point, some downward guidance is discounted in now. I think of the three you mentioned, the one I most worry about on magnitude change is SEBL.