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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (25662)	7/22/2001 7:33:37 AM
From: arnold silver	Read Replies (1) \| Respond to of 29382

ken, Is this what you were looking for? aol.thestreet.com Arnie

To: Ken W who wrote (25662)	7/22/2001 11:49:07 AM
From: Sergio H	Read Replies (3) \| Respond to of 29382

<So, Conseco is the play? > yahoo.marketguide.com <Conseco, Inc. Announces Job Cuts April 23, 2001 Conseco, Inc. announced that it will cut 2,000 jobs, or 14% of its overall work force, over the next 21 months as it farms out some call-center and back-office services to India.> Ken, now we know that unfortunatly there isn't a pure play on Indian call centers. However let's keep an eye on CNC, as they are in a good position to exploit the developing niche. We'll look for a good entry point in a few months. There's other areas that could be more timely. I think that Arnie is right on the liquor sector. We could take a look there. Market is currently rewarding value more than growth. Take out your reading glasses and let's find some hidden value. Preferable small cap value. BTW, NAFC....YEEEHAW!!!! Catch you later. Enjoy your day. Sergio