Shorter-term investors should probably stick with names that can show some building momentum in [the first half of 2002].

Intel's pre-announcement goes a long way to explaining softness in the DRAM market. PCs consume well over one-half of all DRAMs.

We wanted to build up momentum throughout the season. For a lot of people on the team, probably half the team, this is their last meet. This is what we shoot for, to do well in this meet.

It's like eating your spinach or going to the gym. At first it hurts, but over the long term, investors are getting better information and companies are guarding themselves against a disaster. That's good for everyone.

We captured the momentum when we answered their seven points with 20 of our own in the first half,

That gave me a lot of momentum. It got my name out there and motivated me to stick with it.