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To: Jim McMannis who wrote (79681)	5/7/2002 11:52:00 PM
From: kapkan4u	Read Replies (2) \| Respond to of 275872

<The Sh$t should start to hit the fan over a real shortfall in government revenues starting this summer. Government will try to hide it. For now, people will try to hang on to their lifestyles but "economizing" is just around the corner, IMHO... Real Estate here is looking more like the stock market bubble day by day.> My thinking exactly. I am planning to get out of my long Ts pretty soon. Watch out for increased government borrowing and tired consumers to pop the housing bubble. Home builders are at an all time high. I wish I had guts to short the heck out of them. Kap

To: Jim McMannis who wrote (79681)	5/8/2002 8:20:07 AM
From: niceguy767	Respond to of 275872

Jim: "Of course, when this collapses it will drag even the resposible people right down with it." Jim, such a harbinger of doom, but wrong...Rates down, productivity up, 2 year downcycle in techs coming to an end with CSCO's earnings last night a significant indicator of what is to come in this next upcycle...The flurry of bank rate cuts 9 months ago is just beginning to show signs of economic fruition...q3 and q4 are likely to see earnings growth of 20% to 50% thus confirming that CSCO, last night, signalled such a positive change in economic fundamentals...Just in time for Opteron...Don't miss this next AMD upcycle, as it may well be both steeper and more prolonged with Opteron as its propellant than was the recent upswing that was propelled by Athy...

To: Jim McMannis who wrote (79681)	5/8/2002 9:39:15 AM
From: herb will	Respond to of 275872

Jim, “Money market, Oil stocks, a few DOW blue chips, Natural resource stocks, gold etc.What I have in tech has diminished to a much lesser amount...LOL... The Sh$t should start to hit the fan over a real shortfall in government revenues starting this summer. Government will try to hide it. For now, people will try to hang on to their lifestyles but "economizing" is just around the corner, IMHO...Real Estate here is looking more like the stock market bubble day by day. People are paying ridiculous prices because "they need to get in now because it's gonna keep going up". Never mind, charge those credit cards right up to the limit! Soon the carrying costs will start to crush the land/lifestyle rush. Taxes increase right along with escalating prices, bigger house, bigger electric bill, higher insurance etc. Of course, when this collapses it will drag even the resposible people right down with “ Cheer up Jim, things could get a lot worse! Herb