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To: MGV who wrote (11057)	4/8/2002 10:17:18 PM
From: techanalyst1	Read Replies (1) \| Respond to of 57684

Yeah Sebl. Never would have thought that until they had to guide down once already earlier in the year. In my mind it's not really a question so much of how much, but whether this happens repeatedly like in the telecom sector. Should that happen across the board, I'd say we have a real fundamental problem and who knows when that gets cured. But Manu was ok two quarters in a row, even if at Itwo's expense, so I'm hoping it's more like what we saw in 1999... companies blaming this or that for their own individual fundamental problems. I'll use Merq as a barometer. If they have a significant guidedown, then I doubt there are many that won't be even worse. TA