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To: fedhead who wrote (129735)8/7/2001 7:17:25 PM
From: 10K a day  Read Replies (2) | Respond to of 164684
 
why don't you go to the EXDS board and Pump it?



To: fedhead who wrote (129735)8/7/2001 8:05:34 PM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
>Come on that is hardly a secular growth theme
Auto parts are consumer cyclical and since this market has been carried by the consumer it made sense for me to buy them. Name one secular growth theme stock YTD that's beaten these returns?
AXL +146%, ATAC +407%,CKC +95%,CME +86% DRRA, +215%,IMCO +130%,MCLN +96%, NER +186%, SPRI +87%, RBIN +162%.
>I think EXDS looks
good here.
We've been talking about EXDS here quite a bit recently.
I think it's a take over play.
bloomberg.com



To: fedhead who wrote (129735)8/7/2001 8:57:10 PM
From: Victor Lazlo  Read Replies (2) | Respond to of 164684
 
EXDS is an overcapacity / price war / crushing debt theme....



To: fedhead who wrote (129735)8/8/2001 5:02:44 AM
From: GST  Read Replies (2) | Respond to of 164684
 
Here we go again with that "secular" crap.