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To: Boplicity who wrote (12645)	4/13/2001 4:34:10 PM
From: pbull	Read Replies (1) \| Respond to of 13572

LOL! "Longer the rally last the more lasting it will be." Ah HA! Now we know who Dubya's speechwriter really is. And all this time I thought it was Yogi Berra. That reminds me. With the weather like this, I have that song going through my head, "Put me in coach, I'm ready to play, today. Look at me, I can be, center field." I'm going to go downstairs and dust off my mitt. PB

To: Boplicity who wrote (12645)	4/13/2001 7:52:10 PM
From: Jim Willie CB	Respond to of 13572

a key factoid on recent unemployment data last week the unemployment rose for both the mfg sector and service sector that sent a negative signal inside the deep recesses of my largely vacant mind but temporary agencies are categorized under "service sector" even if they are to work within the mfg community, which they largely do so dont believe the recent data on declining labor picture for service service is keeping this economy afloat I watch such data closely agreed the internet is really getting full scrutiny, with re-evaluation Staples has reined back in its aggressive strategy they are combining its internet business with their catalog business catalog is primed by telephone ordering now they share the same infrastructure Borders Bookstore just abandoned internet biz now they divert all such orders to Amazon let Amazon lose the money, what dorks! I see it all as evidence of healthy change Business Week in February claimed that the internet efficiencies have little to offer to 90% of business systems but for that 10% remaining, internet has huge productivity cost reduction potential logistics still operates outside the domain of the internet out of the ashes will emerge 15-20 fine dandy internet companies some will offer supermarket envmts some will offer whizbang supply chain SW 80-90% will offer excellent bankruptcy driven asset auctions as for investors buying for this year or next I tend to think they are buying mostly for next month but talking about the 2nd Half Recovery, as in a mantra later this summer, they will be seeking out their testicalia for a firm grab this recession will come hard and fast and furious / jw