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To: Justa Werkenstiff who wrote (249736)	7/13/2003 11:45:38 AM
From: Earlie	Read Replies (2) \| Respond to of 436258

JW: I am not sure, but the market does seem to be a bit wary of late. The bulls have placed a huge bet on the "second half recovery". Bears like me see this as an insane dream. The Q2 numbers are likely to be nasty, but it is the guidance that will count. Without copious fibbing, it is difficult to believe that the guidance can be anything but disturbing. Time will tell. Personally, I'm betting fairly seriously that the market falls. Best, Earlie