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To: lee kramer who wrote (84935)2/26/2000 4:14:00 PM
From: kendall harmon  Read Replies (1) | Respond to of 120523
 
Touche, lee, on Padinha, I just mean he is uncharacteristically tentative now, and pleading for others to be so. As Lazlo Biryini keeps pointing out, we have never had this kind of situation before (three years of up 20%/year in a row, a bifurcated market now), so how can people say WE HAVE SEEN THIS BEFORE therefore this will happen. Friday's WSJ journal had a sobering front page article about all the calls there have been that this is the top and they have all (to this point) been wrong.