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To: IQBAL LATIF who wrote (19260)	8/12/1998 8:40:00 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

This how my reasoning process works when I look at a chart-- page 76 FORTUNE-- In 1998 it is depicted that 2.367 billion $ is expected to be the CSCO systems E-commerce revenue Us internet commerce revenue is expectd to rise like a hockey stick in excess of 350 billion $'s by 2002. Now even if you discount this projection by 50 % in five years I am seeing a possibility of CSCO which has 80% of all internet hardware if it maintains its present ratio of 14% of present US internet commerce revenue to increase to 14% of 175 billion $'s- This is one sector only and assumes that CSCO shares stays at 14%. It is this kind of logic applied to wealth creating stocks that leads to higher valuations but it is always good that these stocks need to be spooked on and off to stay on a realistic projection route- it is for this that TXN traded at 37$ few months back and ASAND at 23$ for some it was expensive than it will stay expensive at 10$, bear state as I have always said is a state of mind whereas realistic feel of market is achieveable if you come to market with a clean slate- the world wealth needs places for parking- US equity market in mind of global investors stacks right up on top.. don't mix and panic consolidation for bear market- it is not one it does not look like one..

To: IQBAL LATIF who wrote (19260)	8/12/1998 10:25:00 AM
From: Brian Fukuba	Read Replies (2) \| Respond to of 50167

Economic Calender: Atlanta Fed Index 3.4 Details: briefing.com Weekly Summary: moneynet.com Ideas Home Page: come.to Productivity Drop: cbs.marketwatch.com By Jeffry Bartash, CBS MarketWatch Last Update: 2:36 PM ET Aug 11, 1998 Also see NewsWatch WASHINGTON (CBS.MW) -- The productivity of U.S. workers fell 0.2 percent in the second quarter, the first decline in more than three years, the Labor Department reported Tuesday. bri Ike, Thanks for your very lucid and exemplary explination to your market approach.