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To: carranza2 who wrote (90866)	12/28/2000 11:04:15 AM
From: marginmike	Read Replies (3) \| Respond to of 152472

I agree its a tough call to make. I dont believe in Soft landings, and the Consumer is Key here. In my opinion the Consumer is tapped, and will need time to pay down debts which will overshadow the things you speak of. I think The consumer drove this market. I also think Many tech Areas have been over hyped much like the internet. I dont see the benifit of Internet access for cell phones. I dont see PDA's driving as big a market as many believe. I think 3G buildouts will take way longer then anyone expects. I think car sales cycle is going to slide. I think Housing has peaked as well. I also think the PC biz will slow as companies cut costs to improve margins.