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To: BWAC who wrote (4724)	8/6/2002 11:21:39 PM
From: Sarmad Y. Hermiz	Respond to of 95487

>> How is that a bubble that is going to affect the track home builders? I agree with the view that tract home builders will respond to 1- rate of household formation, 2- wage and income levels 3- mortgage rates. I think 1 and 2 will be supportive for a long time. #3 will likely go in the negative direction. But not enough to derail housing.

To: BWAC who wrote (4724)	8/7/2002 12:22:29 AM
From: Gottfried	Respond to of 95487

BWAC, the SV paper is running a series on housing. Very informative. Here's the first story bayarea.com second bayarea.com new housing costs cities bayarea.com In Silicon Valley it's mostly the cost of land. G.

To: BWAC who wrote (4724)	8/7/2002 7:43:25 AM
From: orkrious	Read Replies (1) \| Respond to of 95487

But thats just a small part of housing BS. There aren't many parts of the country that have been immune to the housing bubble. It's like the internet stock days, where no one cared what they paid for an asset because they figured there'd be some other schmuck that would take it off their hands in the future for a higher price. those days are over.