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To: Road Walker who wrote (122872)	12/14/2000 6:29:49 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

John, RE: What makes me suspicious. I never remember the economy tanking so fast. Suspicious? What do you mean by that? Are those liberals responsible for fudging the numbers, too?

To: Road Walker who wrote (122872)	12/14/2000 6:47:17 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 186894

RE:"the bottom fell out, over night." Over night on Nov 7-8... The holiday buying season is short enough as it is. 20 days of it were spend watching a bunch baloney. 36 days of prime PC ordering time were tainted as well. 11/7/00-12/12/2000. Now it's too late for people to have much confidence in mail ordering a new 'puter and getting it on time. Before you and Scumbria blast me. I'm not saying that things weren't slowing already but every little bit hurts and there is a straw that breaks the camels back. I have already alluded to restaurants down here having plenty of empty seats where as last year this time you couldn't get in. 40-60 minute wait. Visited a car dealer in Pinellas Park last week and the were starving. Said it dropped right off a month ago. Jim

To: Road Walker who wrote (122872)	12/14/2000 8:16:17 PM
From: nihil	Respond to of 186894

The market anticipated Bush's election.

To: Road Walker who wrote (122872)	12/14/2000 11:12:39 PM
From: Tushar Patel	Read Replies (3) \| Respond to of 186894

The speed of the slowdown is amazing. Beyond PCs, here in San Francisco, the paper did a story on office space being opened up due to dot com closedowns. In the South of Market area where dot coms are plentiful, rents that used to be$60-$80 in May are now down to around $30-$60 (per sq ft per year) (http://www.sfgate.com/cgi-bin/article.cgi?file=/chronicle/archive/2000/12/11/MN141240.DTL). Vacant office space has gone up over 50% in just the last 3 months. To put this in perspectives, earlier in the year, tenants were offering landlords stock options on top of premium rent due to shortage of office space! I don't know if this speed is just an effect of 'just in time' type of efficiencies that everyone seems to have now or what. In any case, makes it very difficult to figure out if this trend will continue or whether the market will again turn on a dime and go upwards. What do you think the speed of the recovery will be like? tushar