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To: Gottfried who wrote (130416)	3/19/2001 4:36:37 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Gottfried, RE: market cap of 150 largest companies $1.1T $1.4T This doesn't make any sense to me. Since a year ago, Intel has lost more than $250 billion in market cap by itself. Add in Cisco, and you already easily exceed the SJ M-N's decline in market cap. It wouldn't surprise me to find out that the 150 largest companies in SV have lost a trillion dollars in market cap over the past year. Dang. When I put it that way, I'm surprised that the economy has held together as well as it has.

To: Gottfried who wrote (130416)	3/19/2001 4:55:51 PM
From: willcousa	Respond to of 186894

Those extra cars at SJO are unrented rental cars.

To: Gottfried who wrote (130416)	3/20/2001 4:07:03 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Gottfried, thanks for the data points from the SJMN. I think we'll see softening in business leases. $5.71 sounds way too high. The reason why the rents jumped so high in one year, is because nothing was available except to the highest bidder. The current availability will help retract this. Someone told me that an article said Ebay has 473 pages of Cisco routers being dumped on the market. I think the industry is seeing a massive quarter's worth dump of high-tech gear, components, etc., into the channel. The good news is, it'll be written off, and buyers a year from now, will want new product, not last year's used technology floating around on EBay or surplus dealers. What an industry write off, though. Regards, Amy J