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To: Gottfried who wrote (15894)	9/3/2000 11:42:48 PM
From: Ian@SI	Respond to of 21876

G., Yes, the facts were straight. To my knowledge, Barron's has never deliberately published falsehoods. The editorial slant of the story was to mislead, misinform and generally lead the reader to a false impression of the significance of vendor financing in the sector. And knowing the hair trigger fingers on many fund managers as well as other investors, there's a good chance of a dip on Tuesday. In the grander scheme of things, the Barron's story will turn out to be irrelevant. JMHO, Ian.