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Politics : High Tolerance Plasticity

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To: CommanderCricket who wrote (4618)	5/16/2001 7:45:45 AM
From: Think4Yourself	Read Replies (1) of 23153

I am very heavily short telecom and EMS providers here. It is actually larger than my energy position. Have any suggestions for distributors? Don't want to accidentally get the wrong one, if you know what I mean ;o) Agree on LU and COMS but think they will be forced into acquisitions as opposed to going belly up. Terms will not be favorable to their stockholders, with little or no premium from today's prices. Telecoms have been doing a "1 step forward, 2 steps back" lately. Folks considering shorting might want to wait for a pop day. Judging from recent pre/post market action and message board activity there is no shortage of suckers lined up to buy these "bargains".

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