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To: Bill Harmond who wrote (17863)	8/19/2003 4:25:32 PM
From: Lizzie Tudor	Respond to of 57684

I don't know what is up with Briefing, it seems like they are permabears. I remember 6 mos ago they were ragging on VTSS, with that tired line "when the crap starts flying". VTSS was .92 then, now it is over 6. The problem with their argument is that VTSS isn't crap. When the market runs they sortof reluctantly admit it, and when the mkt is down they expect further declines. Yesterday we had raised guidance at BRCM, that is bullish is it not? BRCM is a communications chip company, no? There are some reasons for an advance here beyond more conspiracy theories. Having said this I am not expecting too much out of the b2b.