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To: BigBull who wrote (61580)3/6/2000 9:00:00 PM
From: Roebear  Respond to of 95453
 
BigBull,
SEI, never liked this stock much, since their accounting was questioned last summer, like I said I held my nose when I bought it. so it was the first to get the heave for a quarter point last Friday near the close.
Today glad I sold it, but who knows I may hold my nose again. I just don't have the fundamental understanding on this stock to hold long term at this point. Course I said the same things about some BIO stocks that some friends of mine made six figures on four figures. Mon Dieu!

MDR, I've picked up a bit in the last few days. I love nightmare stocks with balance sheets like MDR. Probably have a different attitude about it if I didn't resist
buying it on the way down. As a much scarred bottom picker I must see a bottom first. Traded this once before on its first rebound to the nines for a profit, this time I am
thinking LT, but no promises.

I've been working too much lately, did I miss your IO post?
I traded IO once last 7-10 days, in at 6 out at 6 1/2 back in at 6 1/8, still holding LT, I just considered the above trade a given and whenever they be given a half
point I be taken, ggg. Look forward to whatever you come up with on IO. Earnings don't mean anything anymore, interest rates don't mean anything, nothing
means anything anymore, but someday CASH could mean a lot!

Best Regards,

Roebear