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To: elpolvo who wrote (2127)	2/24/2001 7:19:08 PM
From: altair19	Read Replies (1) \| Respond to of 104216

polvo....I don't think it will take that long (3-4 years). I think the key is capital spending and interest rates, particularly IT projects that increase productivity. When the big companies start spending after they buy cheaper money, then things will loosen up...sometime in the late fall. Once the consulting firms start getting called in, then products will be recommended for the solutions and that will impact a lot of the companies we are invested in. Until then, I'm laying low and holding about 40% in cash. .....is it better to know a little about a bunch of little things.....or a lot about one big thing!!?? Altair19

To: elpolvo who wrote (2127)	2/24/2001 8:57:24 PM
From: lurqer	Read Replies (1) \| Respond to of 104216

i think investor apathy, lower trading volumes and an increasingly "fear based" world view by the US government will keep the life out of the economy over the next three to four years. Hmmm... Well I certainly don't have all the answers (or even very many) - as the market constantly reminds me. Just seems like a pendulum. 'Bout a year ago, I was cautioning about margin and a parabolic Naz. Now I find myself cautioning about gloom precluding the seizing of opportunities. They're always there. Now if I can just recognize a few - not a lot, only takes a few. lurqer