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To: sammaster who wrote (119702)	9/6/2001 6:15:57 AM
From: Earlie	Respond to of 436258

SM: Very little activity on the long side. The only longs I have are a couple of junior golds, and a couple of positions in stocks that I think will do well in bad times. The latter category has soaked up a bunch of my time but produced very few candidates. I don't go long any of the stocks that I short, even when there is a probability of a bounce. It is just too risky from my perspective, so I just wait and short into the bounces. I will go mega-long when the world comes to hate stocks with a passion. Best, Earlie