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To: BWAC who wrote (39811)	5/22/2002 11:14:45 AM
From: E.J. Neitz Jr	Respond to of 53068

BWAC---must be all the $ you spent at Home Depot vs your local Lowes! It was that x-mas tree!!

To: BWAC who wrote (39811)	5/22/2002 1:02:11 PM
From: E.J. Neitz Jr	Respond to of 53068

12:53PM MCI Group upgraded pre-market by Kaufman (MCIT) 2.72 +0.67: In pre-market note, Kaufman Brothers upgraded stock to BUY from Hold. Now that MCIT is a true derivative of WCOM, firm believes pressure will be lifted off MCIT shares allowing investors to focus on the true, rather than perceived, strong financial health of WCOM. Firm continues to believe that WCOM is undervalued relative to its adjusted free cash flow trajectory.

To: BWAC who wrote (39811)	5/22/2002 2:46:21 PM
From: Joe Stocks	Read Replies (1) \| Respond to of 53068

HD- This one looks like dead money to me for at least the next year or more. Let's just say they have "issues". One is that their growth rate will slow dramatically as they expand in less desirable locations. This will bring down average weekly sales. Another is gross margins. For the industry, to remain competitive they have nearly maxed out gross profit improvements. Of course another reason is that the "law of big numbers" will work against them. Anyway, it doesn't matter to street how much they net in gross figures. We care about how much they earn per share and what they see going forward. Joe