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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Hank who wrote (8203)	8/1/2001 4:31:38 PM
From: Bill Wexler	Read Replies (2) \| Respond to of 10293

The whole game industry has been pumped sky-high on the premise of blockbuster earnings which will not even begin to meet expectations (there is also WAY too much hope being pinned on the XBOX). Game-makers across the board are trading at all-time highs (check out ERTS and THQI). It always has been and still is a cyclical biz. As usual, the crap has also risen with the good stuff. IFGM is crap. Pump or not, it should be shorted here. In fact, a good cae can be made for shorting ALL the game companies going into the release of XBOX and this Christams season.

To: Hank who wrote (8203)	8/1/2001 4:55:33 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 10293

TTWO - speaking of good game company shorts...it looks like Cohodes at Rocker and Greenberg (at thestreet.com) are targeting this one.