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To: ild who wrote (125135)9/24/2001 10:45:09 AM
From: patron_anejo_por_favor  Respond to of 436258
 
<<Do you put much weight on insider buying in APC and APA?>>

Some, yes. Those guys are *usually* a little early though. We're reaching solid trough valuations in those guys, and others in the patch as well, IMO.



To: ild who wrote (125135)9/24/2001 10:45:18 AM
From: ild  Read Replies (1) | Respond to of 436258
 
Global: Global Recession -- Deeper and Longer
Stephen Roach (New York)
morganstanley.com