For the most part, what we're seeing is folks are ... selling their houses down in Montgomery County, moving farther west and making that commute down (Interstate) 70.

General Electric was last cycle's story. It was last cycle's story because of natural gas generators. Everything else didn't hurt, but their power generating business is what really blew the doors off everything.

Their work has been exemplary as this negotiation carried over to two boards.

They worked hard and played well all year. It's nice for our defense to get some honors. It's easy for people to get caught up in the offense. It's nice they had the opportunity to showcase.

They were very methodical and had great line surges. The back ran very tough and they just pushed the pile.

Eisner is nothing if not a survivor and a political animal. He's such a control freak, he'll want to control how it plays out. So he'll start looking for a partner.

It's tough to say (how he'll do the first season) because you're still talking about an 18-year-old kid who doesn't know the system yet.

It's SARS, right? It can't be the fact that every cell phone in China comes with a camera built in. This is what it was like watching a buggy whip manufacturer go out of business. I'm sure there were buggy whip guys saying that it was hoof and mouth disease that was killing them.

It's a good way of rationalizing the marketplace, so it's good in the long run. It puts weak companies in the hands of stronger managements, so that's good in the long run, too.

It's just stupid. When's all this stuff going to happen? What's going to happen between now and then? You invest because you see a trend that's real, because you see a real business.