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To: Victor Lazlo who wrote (113707)	1/1/2001 9:28:51 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

victor i'm just leading you on.;) Fact is I don't think it's time to be buying a lot of stocks period. Maybe some of the old economy stocks coming up and financials, and health care. Take a look at stocks, like Gp,Lmt,Adm, Wmi, and the Railroads -- cyclicals. Victor you said after the second rate cut it'll be time to buy techs right? Well we shall see it looks like NAS and Sox haven't bottomed yet, i think the old economy stocks will out perform in 2001.