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To: Joan Osland Graffius who wrote (71481)	2/24/2001 8:15:26 PM
From: Earlie	Respond to of 436258

Hi Joan: favourite Chapter 11 companies,..... most of the semis, the semi equipment makers, the PC box builders, the telecom equipment makers, the telcos themselves, etc., etc. (VBG). To be frank, I have been slowly but surely expanding out into the more normal world of plain ordinary shorting for quite a while now, and not putting so much emphasis on the "mortally wounded". Those fallen warriors really paid the bills nicely as the mania ran through its final days, and I was a bit slow to come out of hibernation, but for the last several months, it has been nothing but a marauding bear's picnic, so I have been aiming more for the foolishly over-valued. It has been fun. Best, Earlie