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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (36106)	4/20/2001 6:00:31 PM
From: Ex-INTCfan	Respond to of 65232

PEs will be a topic -- so will charge offs due to boneheaded investments. A client of mine has not paid us in 6 months. Their new financing deal just fell apart. I'm hoping they get financing so I get paid (luckily, I got 1/2 up front anyway). I don't think they will make it, though. They had major financing from one of the top-ten Tech companies (whose name I will not divulge since this is not a done deal), and that money will need to be written down. The same thing happened with my former ISP -- they went bankrupt about three months ago, and I'm sure that CPQ (who was one of the financers of that venture) had to write off their complete investment. I don't know how much of this is going on, but it needs to work its way thru the system. It is a good thing in a way -- I'd rather that these big bankrollers think long and hard before they invest in companies like these. They are supposed to be exercising better business judgment. For my part, it is cash on the barrel from now on when dealing with any company in business for less than three year, or any Internet company. exi