While this wasn't one of our standout years, what I think the media has missed is comparing us to what it is we do. You were correctly pessimistic about the trend in corporate profitability last year, but that didn't make you any money. We were dead right about what was going to happen not only to the earnings of the oil-service and semiconductor industries but to corporate profits generally. Now, everybody is a lot less optimistic about earnings momentum, so our outlook for earnings is not that much different than everybody else's. I think most people are more cautious now than they were a year ago, and we share that caution.
Technology is still almost half of our investments, and also in retailing.
Yes, there are opportunities there as well. I don't believe people realize the possibility of President Clinton not being in office a couple of months down the road is a lot higher than it was a month ago. You have a lot of people in Washington who are highly competent. The pluses are that there are a lot more opportunities to lower interest rates. I believe we are still struggling with global overcapacity.