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To: pater tenebrarum who wrote (42550)	11/30/2000 2:27:04 PM
From: ild	Read Replies (1) \| Respond to of 436258

Heinz, how do you play the banks? Short or poots? How much time do you buy? Who are your favourites? Mine are CMB, C and FNM. TIA, ild

To: pater tenebrarum who wrote (42550)	11/30/2000 2:27:27 PM
From: No Mo Mo	Read Replies (1) \| Respond to of 436258

"however, in past bear markets (not of the 3-week dip variety, but REAL bears) cash levels have risen to 12% and higher." Just another little fact sitting on the tip of your tongue? Sheesh.... Quite impressive, I might add.

To: pater tenebrarum who wrote (42550)	11/30/2000 2:33:47 PM
From: LLCF	Read Replies (1) \| Respond to of 436258

<the fund cash level argument is the strongest, provided there isn't a flood of redemptions.> I would expect to see people 'pull back' before this is over... DAK