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To: HG who wrote (6050)	4/3/2001 1:55:16 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 57684

all the brains will flow to the top guns....msft has been revitalized, for example...I may differ from Bill in this, but I am thinking that if we named 250 top tech coompanies by market cap right now...40 will exist in 3-4 years. And they will be ones that are pretty obvious now. The lack of liquidity has aborted the bvsn's and arba's of the world. Folks like Glenn want to make this into something else like "bad management." Well, these companies were based on growth...they needed to grow quickly for another year or two to get their legs under them. There is no way they survive this environment, whole.