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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (8695)	11/28/2001 11:58:56 AM
From: Sully-	Respond to of 99280

* 11:39 ET Niles Comments : Lehman analyst Dan Niles makes comments on stocks he likes; Niles cites three trends: increased demand due to seasonality, low expectations, and low valuation; focuses on names that have been given up for dead: GTW, CPQ, FCS, and CNXT -- thinks these firms can hit his Q4 numbers. Still defensive moving into Q1, however, particularly on semis, which are likely to have a tougher time than computer hardware cos.

To: Zeev Hed who wrote (8695)	11/28/2001 12:01:48 PM
From: TARADO96	Read Replies (1) \| Respond to of 99280

Took your cue and sold ENE at 1.22. Brave but not crazy <g> John

To: Zeev Hed who wrote (8695)	11/28/2001 12:13:16 PM
From: Kevin McKenzie	Respond to of 99280

Zeev, I don't think ENE's valuation is tied to its asset value anymore. I think many assume ENE will declare bankruptcy. If so, shareholders almost always lose virtually everything. They may be issued warrants at some outlandish ratio like 10:1 or 20:1. Just my personal experience having owned a couple Chapter 11's.