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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (6697)2/14/2000 4:09:00 PM
From: Kevin Podsiadlik  Read Replies (2) | Respond to of 10293
 
And I was just going to ask you what you thought of these comments by Cramer on WM, FTN and USB:

I think all three are being knocked about by the ease with which you can locate and take the cheapest mortgage online. These guys are not the low-cost providers. Meanwhile, as people become more comfortable banking on line, these franchises will be eroded.

Cramer's kind of gone negative on the whole value investing concept. I think his series today "Cramer the Contrarian Remains Unconvinced" is a must-read.



To: Bill Wexler who wrote (6697)2/14/2000 4:32:00 PM
From: dongriffith  Respond to of 10293
 
BRKB.

Are you throwing this one out too?



To: Bill Wexler who wrote (6697)2/14/2000 5:39:00 PM
From: Y2k_fan  Read Replies (1) | Respond to of 10293
 
You have been doing terribly on choosing winners/losers recently.

look at your long WM, SAFC, ONE.
and your short VLNC, REFR, ZICA, WAVX.

It's tough to believe that you will be in the black
this year.

This is a really strange market.


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