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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Knight who wrote (113586)	7/19/2001 7:36:23 PM
From: Dr. Jeff	Read Replies (1) of 436258

<<<<You mention SEBL as a good example of candor. I agree that candor in a conference call is good (and refreshing!). SEBL is one of my long-term holdings (earmarked for kids' college) and I respect their management and appreciate their candor--even when it generates a short-term hit to the stock price like it did today. As an investor (rather than a trader) in their stock such candor gives me more confidence in their management. >>> SEBL still selling at 10 times sales and has a 100+ PE even after this "short term hit" you mention. Geez! I sure hope your kid isn't born yet with SEBL in his college fund. Have you noticed the INCREDIBLE amount of insider selling there? biz.yahoo.com

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