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Non-Tech : Bombay (BBA): Time for a run up?
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To: robert a belfer who wrote (128)7/6/1998 10:30:00 PM
From: Ed Perry  Read Replies (1) of 202
 
Yes, nothing but a SWAG, but I think that the very mutual funds which sold BBA in the final weeks of June are now buying it back. There is a lot of cynicism here and a lot of group think. These people would not be caught dead with a non performer at quarter end but must be positioned to show their genius at next quarter end.

Thank God I did not go into that business.

Ed Perry
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