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To: ild who wrote (63385)1/31/2001 2:40:21 AM
From: patron_anejo_por_favor  Respond to of 436258
 
<<Patron, Why <G>?>>

'Cause I'm always happy when I find a promising investment!<G>

<<How much time do we need in poots?>>

Either 1 week....or 5-6 months. We should know soon...<g>

Seriously, if we continue to melt up during the printathon this week, this stuff won't really hit the wall for 1-2 quarters. Need time for unemployment to rise (which would hit these companies HARD)and although the layoffs are coming hot 'n heavy, it may take a little while. So I'd enter it gradually, maybe March's and April's with some powder in reserve in case BubbleBoy can keep this mess floating a while. I'm looking at April's in particular, in the hope that the extra liability caused by Uncle Sam's ever-extended hand will push some debtors into BK (not the Luc kind, the Chapter 11 kind). Never hurts to keep a few "short timers" around in case I'm wrong and we follow Heinz's cycle scenario of a down Feb. and March. And do your own due diligence<NG>.