i bring this up and get e-mails from people saying, bob, why are you such a if you haddy duddy, as iftocks are frowned upon and spit upon. it's a perfectly healthy rotation to get out of the some overprized growth stocks. if you think right now the economy is getting better, why would you pay up a fortune for overpriced internet growth stocks, when you can get it at a reasonable price, even though more modestly if you believe the economy is improving a bit. >> that's the key question. art cashin just seven me a note, pay attention, stocks beginning to slip, the yield is inching down. so why do we fall out of bed and move to the lows of the day a few minutes ago. i didn't see anything fundamentally that would move the market. >> there is not heavy volume again today. there wasn't heavy volume yesterday on a day we were down 260 points in the dow. i think what happens is the bids just evaporate in the middle of the day. you don't have to have a lot of selling pressure. when you don't have buying pressure meeting the selling, it just solve the drips. >> i noticed we did move down on the