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To: GVTucker who wrote (91677)11/4/1999 1:01:00 PM
From: Tony Viola  Respond to of 186894
 
GV,

If an analyst notes a particular hole in financial statements, or notes a subtle but also glaring point in
management's statements, or, as you note, management brings up a point that could perhaps provide an
investment opportunity, then that analyst decidedly will not ask a question pertaining to that subject.
Think about it--if you thought that you spotted something that others might not see, you certainly
wouldn't want everyone else to see that before you had a chance to take a position that allowed you to
profit first.


Sneaky dudes, huh? Thanks for that clue about nuances in CCs. I enjoy listening for little slipups, like one cc in which Andy B. said the next qtr would be up re revs when the byline had been flat to slightly up. He quickly corrected himself. Sure enough, though, the next qtr was major up.

Tony