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To: cnyndwllr who wrote (82384)	12/21/2000 5:59:30 PM
From: hitsoft17	Read Replies (2) \| Respond to of 95453

cnyndwllr, I agree, I don't see the signs yet of anything more than a slowing of growth to a more sustainable level. I remain cautious, but optimistic, that coming fed rate cuts and oil price easing will stimulate enough to keep us from slowing too far or flopping over into recession. However, at the first sign I can detect that the average Joe and Jane are stopping spending because they are concerned for their jobs, I am heading for the door! Until then I think it's time to start averaging into some of the top tech's that are at reasonable PE/growth ratios. In addition to tech and the patch I'll be diversifying in smaller percentages into financials, retailers, and gaming. By the way, I don't think we are headed back to NAZ 5000 anytime soon (nor should we). Every time I hear one of the analysts talk about bottoming out and being "off to the races again" I cringe. I don't think that is in the cards. I would be very pleased to see 3% growth and 12% US market returns in '01. Hitsoft17