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Pastimes : Home on the range where the buffalo roam

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To: stockman_scott who wrote (9335)	10/8/2002 2:29:27 PM
From: Sig	Read Replies (5) of 13815

There are exciting times ahead. I had forgotten about those underfunded pension plans. Per your referenced URL, I wont short those homebuilders yet but will short the financials- Jpm, GS, Abn. Bac, etc Also will sell my Brcm puts instead of fighting the upgrade. Nobody is perfect here. I had eight Nov 15 F puts, and sold for no gain when today would be much profit. Later bgt 4 Oct 10 puts, just sold today for profit and will keep working on F shorts. In a previous report they owed 21 times equity, latest shows 12 times equity Which means to me, they dont make any money, just pay some cheap dividends and keep selling bonds to finance grand plans and make things look good. . Sig

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