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To: zbyslaw owczarczyk who wrote (8419)11/8/2000 7:02:01 PM
From: Stocker  Respond to of 14638
 
Lehman are considered to be heavily focused on bond markets are they not? Then the argument would be that their credit guys would be among the first to spot a lending crunch.



To: zbyslaw owczarczyk who wrote (8419)11/9/2000 7:01:58 AM
From: KM  Read Replies (1) | Respond to of 14638
 
Yes, and back in the summer, Jon Joseph was the only one putting a negative spin on the semiconductors, which was received with great derision and anger. And, where are they now relative to that call?

Someone has to be first.


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