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To: Jim B who wrote (10435)1/5/2000 12:57:00 PM
From: SLSUSMA  Read Replies (2) | Respond to of 13953
 
1) Fed worries will drag this sector down; it's a long month until the next Fed meeting with no relief in sight. Maybe we'll get some good numbers from now until then, but EGRP can never seem to rally these past 7 months. Don't bet on an ECRP spark to the moon.

2) SCH is a much better company in all respects. Better known, more market share, better service - hell, even the CEO went to a better business school (Stanford versus Pepperdine?). Notice that while SCH has gone down as well, it seems to have weathered the storm better (54% off of the 52-week high versus EGRP's 64% fall). SCH is a bluechip that makes money; EGRP is just another start-up trying to win a few bones through money losing incentives.

3) OLBs are out of favor now, but ECRP and AMTD are even worse off. The recent drop for SCH is a buying opportunity; for EGRP it's just a reflection of the stock's true value.

Wonder if I covered too early today at $25 7/16?