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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (18451)	6/21/2001 11:50:21 AM
From: pompsander	Respond to of 30051

The Bu$$ ran over me. I continue to have my covered calls on RMBS expire worthless each month, always at lower strikes. Talk about a mixed blessing! I understand the complexity of the EXDS/customer relationship and I am not trying to equate it to the trucker/shipper situation - just using it as an analogy. However, the lawyer in me is thinking about all the letters I would be writing to EXDS right now if my client was their customer. CEOs are going to be asking hard questions of their CIOs. Contingency plans are being drawn for migration in a "worst case" sitution and demands for EXDS cooperation will be made. All this is baggage EXDS does not need right now, and how they handle it will be interesting to watch. If they get belligerent or too flustered, the pressure will only increase.