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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Think4Yourself who wrote (4238)	5/7/2001 3:17:38 PM
From: energyplay	Read Replies (1) \| Respond to of 23153

For rental housing, there are one or two apartment REITs that are heavy in Califronia - Mack _Cali is one . ALso, KBH , Kauffman and Broad is an home builder with haeav California business. Bad side : KBH is also very heavy in Texas, which is doing well. I think Mack_Cali is too. Plus REIT pay good dividend. This makes them lousy shorts, unless the dividend is at risk. Maybe a savings and loan like WM, Washington Mutual ? they bought Home Savings. I don't see a clean, well leveraged way to play this....

To: Think4Yourself who wrote (4238)	5/7/2001 3:39:13 PM
From: Warpfactor	Read Replies (1) \| Respond to of 23153

JQP, The forthcoming plunge in housing prices should be limited to the Bay Area with its Tech/Net centric exposure. LA and the rest of the state shouldn't be hurt as bad. However, if energy prices skyrocket again and energy intensive businesses start shutting it down, this would hurt the rest of the state and provide a double-whammy for Norcal. E-play, I didn't even know you could cram 3BR and 2BA into 1200 sq. ft..?? As I recall, in South Carolina, it is desirable to have a "marsh view" (aka swamp view). Where many a family pet have worked their way into the reptilian food chain. At any rate, it should be an interesting experience entering the housing market during a panic buyers market. Many of these announce layoffs haven't taken effect yet. Of those that have, most are still burning through severance pay. A couple months more and thing should start getting interesting. Warp