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To: Big Dog who wrote (64872)	4/18/2000 1:05:00 PM
From: Big Dog	Read Replies (1) \| Respond to of 95453

Maybe it's a trap, but KEG is looking good today. 135,000 share block just passed at above the ask. edit: another trade: 32,000 at the ask Looks like while one fund is dumping, another is stepping up....aren't free markets wonderful?! big

To: Big Dog who wrote (64872)	4/18/2000 1:08:00 PM
From: upanddown	Read Replies (1) \| Respond to of 95453

Big I guess the reason I focused on MDR (other than being loaded on it<g>) was the relative valuations. I'am not dissing GLBL here. GLBL is a friend of mine..I've made a lot of money on GLBL..but geez, J Ray is 2-3 times the size of GLBL. MDR has four divisions. JRM and B&W comprise two. The other two (Industrial and Government) are twice the size of GLBL. GLBL and MDR both peaked in 1998 in the last cycle. MDR made $3.48 and GLBL made .62. MDR revenues were 9-10 times GLBL revenues. Current market caps are 1.13B for GLBL and 490M for MDR. Seems way out of whack. JMO. John