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To: mishedlo who wrote (128109)	10/8/2001 11:29:57 AM
From: sun-tzu	Read Replies (1) \| Respond to of 436258

great call on LWIN. no way their biz model works in this environment. i suspect QCOM is dumping this pos b4 it pulls a GSTRF. my prediction...chapter 11 waiting for an entry thx for reminding me about this hog

To: mishedlo who wrote (128109)	10/8/2001 11:56:23 AM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

<<What do you make of the mornings ramp off the open down.>> Done for distribution, also closed the am gap to make the chart-huggers happy. I sold into it, added bits of NEM and flipped a little HAL. I think the afternoon gets sold. Nice to get the uncertainty about the attacks out of the way for the bears, many were concerned about a "Gulf War ramp" scenario, but "this time, it's different!"<G> Any new terrorist attacks will be met with major selling, IMO. Valuations are back to pre 09/11 levels (gee, blowing up the WTC must be GOOD for the economy, right Joey/Abby/Lynch?) Risk/reward ratio tilts heavily to risk right now, IMO. Disclosure: Short LEN, KRB, WSM (couldn't get shares of MBI, dammit). Long Dow poots, HAL, PCL, OXY, PTEN, VLCCF, RYURX, NEM, DROOY, GG, PAAS (added a bit more today), GOLD and HGMCY.