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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Murrey Walker who wrote (46663)	1/18/2002 1:23:27 PM
From: Jim Willie CB	Read Replies (9) \| Respond to of 65232

if bored, then dont respond... beauty of threads personally, I find the Anderson issue fascinating far more than the Enron issue if you dont agree, then move on and dont respond this Anderson case might easily usher in landmark SEC and GAAP reform which imho is overdue by 15 yrs issues like offshore debt, deductible options, establishment of revenues for broker/dealer firms, disclosure obligations, auditing responsibilities these are at the cornerstone of investing in public companies anyone who finds the resolution to these issues boring confounds my imagination how could we not be interested in the foundation of investing? if debt is hidden, how do we value the firm? if revenues are distorted, how do we measure growth? valuation depends upon clarity of all listed items of dispute if you are bored, play elsewhere or dont respond that is what discussion is for: beat to death, exhaust ourselves but that is how things get sorted out also we discussed BinLaden and AlQaeda to death soon we will discuss Iraq to death what do you find interesting, my good man? NTAP and storage? I dont / jim