. >> pau now at sectorso you ke for the upcoming recovery? >> well, we've been talng about th banks. no again the banks are printing money ey get to borrow at0% and lend out at whaver terms and to whom th want at 7%. so think theinancial institution, especially th big vestment houses tt may see a recurrence in merger and quisition, itial public offerings and have noore competition fro lehmann brothers a bear sterns and wachovia. th will do very, veryell. i think the other sector that mit benefit ase eventlly come outf this recessi will be technology because technology n be very nimble. it's abo efficiencs. 's not expensi the wayor a company is it might to y ne plant and equipnts to try to have financing and the technology compani themselves dot have to go to abank and borrow in th same way, let's say, a utility s to. >> paul: so the tech stocks not cash intensive, iother words. >> absolutely. so that's a nice area go for. and i real think it's imrtant to be careful of the energy sector, energy seices, and even health care, whe a lot of my exp