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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: mishedlo who wrote (166176)5/16/2002 9:10:25 AM
From: reaper  Read Replies (1) of 436258
 
<<Reaper any take on these fine specimins?>>

Tyco you know I hate, and have also been short the IPPs/energy traders for over a year, as I thought they were scam businesses (i.e. i wasn't short due to the debt triggers). I am also short Vivendi as a part of a large media short I have recently taken on which also includes Entercom, Clear Channel, Hispanic Broadcasting, Lamar and a couple of others (though not AOL).

I know Petro Geo (it is a marine seismic acquisition company); they seem to be in big liquidity trouble but are trying to get out of it by merging with a competitor, Veritas, and selling some assets. IF the deal doesn't go through PGO might be hosed. No position there, but worth doing more work.

The rest of the names I don't know.

Cheers
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