Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (2246)	3/21/2001 9:13:52 PM
From: John Pitera	Read Replies (1) \| Respond to of 2850

Hi Mike, It looks like they are transforming FAX into more of an Pac Rim debt fund. I've already seen that some people are questioning if the quality of their debt portfolio is decreasing and if so, what is the magnitude of quality deterioration. I don't have enough hard data, to be able to answer this question. It will be interesting to see more details on what Aberdeen Asset management actually does in running the portfolio. in short, I'm not sure if it's a buy or not. Let's watch it. I'd like to see it there are days where it's down more than 10% on more than 3 times daily volume as this would show institutional distribution. John