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To: Boplicity who wrote (11855)	3/24/2001 1:45:46 AM
From: pbull	Read Replies (1) \| Respond to of 13572

At the time, we didn't realize the Fed's agenda differed from that of most Americans. I honestly believed e-commerce and video would be the killer apps on the 'Net. Lawrence Lindsey on WSW tonight talked about the need for larger tax cuts sooner, and said that yes, in fact, parts of the country ARE ALREADY IN RECESSION. Lou asked about the market, noting that Lindsey had gotten out some time ago. Lindsey, somewhat nervously smiled and said those decisions are best left to individuals based on their risk tolerance. My interpretation: The average Joe should stay the heck out of the market. I was impressed with Lindsey's candor. I really appreciate someone in that position whose message is, "Yes, it's broken, and yes, we think we can repair it, but it's going to take a while." That's important to me. Here's why: A longtime friend of mine needs surgery. It's not urgent, but she will need surgery soon. She has gone ahead and scheduled it for these reasons: 1. She still has a job, so her insurance will pay for it. 2. She knows the economy is in trouble, and wants to do it now in case her job disappears. We are getting straight talk from our new administration. Now, if we only had a straight-talking Fed chairman. PB

To: Boplicity who wrote (11855)	3/24/2001 1:42:21 PM
From: Jim Willie CB	Read Replies (3) \| Respond to of 13572

the New Economy is so mislabeled the structural elements and forces of the New Economy will not disappear what will disappear and has disappeared is the illusion that valuation can ignore sensible guidelines, and that the key firms that provide NewEcon products are impervious to higher interest rates and perenniel absence of profits this will take time, but when the recovery occurs, the NewEcon elements will be powerful and pervasive still internet efficiencies to supply chains, order chains broadband communications and wireless communications ultra-highspeed networking fiberoptic backbones and metro lines and eventually lastmile lines it aint going away as you say, "it didnt need to end like this" but to me all it means is that more marginal players will die unnecessarily a few of them might have offered significant technology or products or ideas let's only hope those ideas remain alive, rising like a phoenix from a smoldering ash heap I think the best ideas will survive Yahoo is still a joke to me these free websites and portals will learn to change and charge nominally they must to survive, and many should survive like many other NewEcon firms, they need a revamped business model just some pithy thoughts hey, nice name!?! qu'est-ce que c'est cela, mon frere? BoPeep Simplicity Duplicity Complicity once again, I am so confused by the way, in your inimitable view, has a stealth tech counter rally begun? / jw