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To: mishedlo who wrote (115645)	8/5/2001 3:55:36 PM
From: patron_anejo_por_favor	Respond to of 436258

I think HD is ripe, so is (B)LOW's... BZH is also ripe. I'm short LEN, but IMO they'll all move up or down as a group. What many don't understand is that the homebuilders are perhaps the most cyclical group of all...if you want to see what happens to cyclical stocks when they enter a downturn, look at the OSX. All it will take is the recognition that home sales are softening nationwide, or that interest rates are done dropping. I think both are forthcoming soon. I also saw that you asked Michail about BZH and his views are different than mine. I have great respect for his opinions, but I disagree with him strongly on this one. Disclosure: I own HD puts...and plan to add if it moves up from here.