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To: Mark Fowler who wrote (114147)	1/3/2001 10:08:39 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

Mark, you need to get some consistency. You told me yesterday that old economy would outperfrom new econ this year. I agreed. Now today you're telling William that there's no way old economy will outperfrom new economy. are you really so fickle? Did you not think the Fed would cut by .5 this year??? You also said this would take 12 - 18 mos to work out. Man, are you a reed in the wind or what?? Have you talked to your sad, bearish savvy Silicon Valley friends today?? yikes..... What the f..... ?!? If you really loaded up long today, I sure hope you have a life vest on. Victor waiting patiently for the 2nd cut...