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To: Bill Harmond who wrote (152975)2/13/2003 1:58:17 PM
From: Lizzie Tudor  Read Replies (3) | Respond to of 164684
 
so you are looking for a major decline then... well so am I.

In october we had a real whoosh and remember everything sortof stopped at cash levels. That was 1100 on the naz. To go below means go significantly below cash. Could happen sure but how likely?

I think you have to agree that with the exception of the SCEs and PC related stuff fundamentals are coming along nicely. I used to think the consumer would cut back but now I don't think that... we know the consumers who worked in tech have been on a spending freeze for 2 years.

I think I posted to you that I saw a turn in IT outsourcing... I knew it was coming, that will help the economy.