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To: H James Morris who wrote (138151)1/29/2002 9:03:29 PM
From: Oeconomicus  Respond to of 164684
 
HJ, I'd be ready to take profits in that PNC trade. From what I've read, there's nothing Enronesque there (neither shady nor too complicated for the idiot analysts to figure out). Maybe a good follow-up trade would be to cover and then go long BAC or one of the other banks hammered today in all the turmoil. In any case, I think all the hype and panic over "what's the next Enron?" is 1) way overblown, 2) hyped all to hell by the media, and 3) climaxed today.

JMO,
Bob

PS: Good move, BTW. Still quick on your feet, I see.



To: H James Morris who wrote (138151)1/29/2002 9:33:59 PM
From: Glenn D. Rudolph  Respond to of 164684
 
"Muller did say that his company will exhibit greater profitability when sales begin to improve. "

This is a genious of a CFO LOL.



To: H James Morris who wrote (138151)1/29/2002 10:31:43 PM
From: GST  Read Replies (1) | Respond to of 164684
 
A long war means deficits, higher inflation and Higher interest rates -- buy gold stocks.


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