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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: patron_anejo_por_favor who wrote (250579)7/16/2003 9:52:03 PM
From: Earlie  Read Replies (2) of 436258
 
Patron and gang:

Quite an evening, with plenty of well orchestrated accounting and well-rehearsed "guidance ". But behind the scenes, it looks to me like my favourite group of nervous fund managers (the ones I referred to a week or two ago) have decided that it's time to quietly exit. Can't wait to see if there is a pile-up at the doors or whether they can maintain a semblance of discipline. (g)

Have not yet had an opportunity to dig deeply into the IBM numbers but even a quick scan suggests that Lou's accounting magic is alive and well in upper NY state. (g)

Best, earlie
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