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To: piscatologist who wrote (100547)	5/8/2001 2:05:46 PM
From: marginmike	Respond to of 436258

yes, The consumer is about to die. As I posted 6 weeks ago my sources were reporting brisk consumer biz, now things have become very quit. It seems the consumer slow down is quitly taking shape. I believe that specialty and middle line Retailers are absolutly doomed. Why go to Sears when the same stuff is on sale at Target? Why go to models's toys r us etc when Wall mart will sell it for less? I actually believe Tech and capex will stabilize, however Consumers and RE, Auto's etc are now in for the tough love.