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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Duane L. Olson who wrote (98549)4/30/2001 5:37:33 PM
From: Earlie  Read Replies (1) of 436258
 
Duane:

I am on a bit of a different tack at this end. I have been very "small" over the last few weeks (and glad that i was), but am just starting to add to my positions. I think the tremendous amount of liquidity being shoved into the system is the main source of helium for this balloon, but the lay-offs are not slowing and we are soon going to be into the Q2 warnings period. I suspect that the info flowing from this warnings season is going to get the attention of everybody, so I will am willing to take on a bit more risk.

Best, Earlie
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