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To: Saturn V who wrote (178574)	7/13/2004 2:17:38 PM
From: GVTucker	Read Replies (2) \| Respond to of 186894

Saturn, RE: What bounce ? Silicon Valley has been in a continuous depression , and with the first uptick in the last 90 days. You see miles of empty commercial real estate, and empty parking lots. There has been a gradual and continuous worsening until recently. But I forget that the rest of the country did not suffer like Silicon Valley ! And that's to be expected, given that Silicon Valley was the primary recipient of the investment imbalance that led to the Bubble.

To: Saturn V who wrote (178574)	7/14/2004 4:27:16 AM
From: Amy J	Respond to of 186894

Saturn, RE: "What bounce ? Silicon Valley has been in a continuous depression , and with the first uptick in the last 90 days. You see miles of empty commercial real estate, and empty parking lots. There has been a gradual and continuous worsening until recently. But I forget that the rest of the country did not suffer like Silicon Valley !" Good post. So much vacant office space in the Valley it's creepy, as if it's never going to return. But it will. Hightech recovery looks like it's just starting. RE: "Will probably make for a choppy market, caught up in two opposing counter currents" My thoughts exactly. I think most businesses will ignore WS's prognostics and just get on with their businesses. Regards, Amy J