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To: panteon who wrote (12841)8/20/2001 5:26:52 PM
From: Tom Hua  Read Replies (1) | Respond to of 19633
 
Panteon, please let us know what you find out about GSPT. KKD reports this week and I think it'll pop on better than expected earnings and expansion plan.

Regards,

Tom



To: panteon who wrote (12841)8/20/2001 6:55:03 PM
From: Roger A. Babb  Read Replies (1) | Respond to of 19633
 
Panteon, I agree that KKD looks way too rich and I have been watching but am not short yet. I think there may be a housing bubble in some hot spots like Silicon Valley, but not for mid range houses across the country. Our housing supply is aging and I expect this part of the economy to remain strong, but with a shift to more energy efficient designs.



To: panteon who wrote (12841)8/23/2001 1:20:28 PM
From: Tom Hua  Read Replies (2) | Respond to of 19633
 
Panteon, GSPT ran out of steam. Seems to me it's going down from here. Comcast and QVC announced equity investment at $10/share last month, so I'll match their offer with my cover. Stock drops 1.4 to 17.4 at this time.

Regards,

Tom