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To: Jacob Snyder who wrote (49892)	3/13/2001 1:10:10 AM
From: Rob S.	Read Replies (1) \| Respond to of 77397

A panel discussion reportedly took place today with analysts about were the industry was headed. Analysts put the question to companies if the telecomm and internet infrastructure was over-built and if so, when it was likely to resume growth. According to an analyst on CNBC the current over-capacity situation looks worse than previously thought and corporate heads gave little to be encouraged about. One analyst figured that it would be up to twelve to 18 months before growth resumed and then at a much slower pace than previously expected. That makes sense to me because some of the basic motivations, the expectations of profits from telecommunications and Internet business development, have been debunked. There are still categories of networking, wireless and Internet builds that will continue to be provide favorable pay back but a large portion of expected growth areas are now known to be bad investments.

To: Jacob Snyder who wrote (49892)	3/13/2001 2:07:39 AM
From: Mephisto	Read Replies (1) \| Respond to of 77397

Jacob, one thing that I noticed this summer in my area was that a large number of people plan expensive remodels to their homes. It is my guess they took their money out of the market and invested it in their homes because property values continue to increase in this area. Of course, this is a small observation but when you have young children and your home is too small, and you've made good money in the markets in the past, why not take it out? They can re-invest later on in their lives. So, I wonder if part of the money that was taken out of the stock markets this summer will return in the near future. Just some thoughts. And I realize it could be a very local concern. Sincerely, Mephisto