as far as mining and metals, it's too early to be there. >> carmine, do you agree with that? >> basically i'm looking for companies in the technology area and biootech to basically oult perform here because of the huge build up of cash and technology in the health care area. i expect free cash flow to basically be driving this market. corporations are sitting on over $300 billion of excess cash on their balance sheets today and over the months ahead they're going to be using it. >> that's what i want to talk about here, the time frame. i'll go back to the one thing we keep talking about on this show and that's whether or not washington is really making the best policy decisions when it comes to this economy and, therefore, when it comes to investors. carmine, what is your time rise and how long can this bull market last before some of these policy issues start to seep in? >> see, it's been my contention that basically the bull market continues to go on and we'll see quite strong gains, so long as rates do not rise. at some point rates are going to begin to rise and you'll see