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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (89207)	2/5/2001 11:40:54 AM
From: Earlie	Read Replies (1) \| Respond to of 132070

Ild: Took the weekend off from research, but have CLS at top of list for the next few days. More later. I am not short at the present, but feeling naked without some short exposure to it. There is absolutely no way that the CMs avoid the impact of the current contraction. In fact, I believe that they will suffer MORE than the folks they serve. At the moment, they are all experiencing very serious increases in their inventories, which is always a first clue. Best, Earlie