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Non-Tech : Conseco Insurance (CNO)
CNO 43.41-1.1%Jan 9 3:59 PM EST

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To: Softechie who wrote (1590)7/5/2000 2:46:57 PM
From: Tunica Albuginea  Read Replies (2) of 4155
 
Softie by the way, I feel I must chastise you a little at this time:

I think you may have been too hard on Shorty .

May I remind you that Shorty is our customer
to whom we are going to be selling CNC at much higher prices.

Even as we speak ,with Dow/Naz tanking, I note that the
demand for CNC is out stripping supply and thus rising.

That's very good for us Softie; just trust me on this one.

So I would like to ask you to please be a little more
tolerant of their point of view:

" the customer is always right ",

cheers

<VBG>

TA

..

Message #1591 from Tunica Albuginea at Jul 5, 2000 11:37 AM
Softechie: Better to ride to profits WITH Insurance!!!!

CNC type of Insurance that is, <vbg >.

CNC is what I call: " A HEAVILY INSURED STOCK "!!!
( pardon the pun, <vbg> ).

( I like that, heavily insured ggggggggg ).

Anyway I was saying:

Heavily insured. Explain:

- The GIANT amount of shorts will provide a STEADY stream of
dependable buyers.
In fact I want to take this opportunity to thank them:
Thank you shorts .
There.

- 2nd point.The Market is about to collapse, right? ( At
least some think so <gg> . Higher interest rates, lower
earnings, yada yada yada).
Well, in Gary Wendt, we have a man who thrives in
depressions and recessions . Here is from an interview
with NPR:

sixsigmaqualtec.com

" GERSH:

What if the United States does slow down?
If the United States dips over into recession,
can GE Capital keep growing at 15 percent a year?

WENDT:

Yes, we'll be able to do that in the tough times.

GERSH: How?

WENDT:

Well,
because in tough times is when we find opportunities
—more and more opportunities
For instance, in Japan.
People think that's a tough-time economy today.
For us, it's the best opportunity we've seen, maybe in history.
And those situations exist.
So, people that continue to look for new things to do
aren't going to have a problem.
If you're doing the same thing you always have,
and people want less of it, it's obvious you're not going to do so well.

--------------------------------

So let the recession come. Gary will mop up for a dime
on the dollar and sell it back to you at 120%.
How do you like that for breakfast Softie?

TA

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