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To: Montana Wildhack who wrote (8626)2/3/2002 5:03:20 PM
From: axial  Read Replies (1) | Respond to of 14101
 
Wolf, superb!

Strongly agree with this -

"It appears to me that REK may have insisted on a solid floor on this placement or that Acqua declined going out of range.

The more logical assumption I believe is that it was REK. Given the previous draw movements it appears clear Acqua was
not opposed at those times in moving down with the price."


Sorry, didn't quite get this -

"...And lastely watching the tone of the OXO comments, I'm conjecturing that OXO has been asked to report in detail on the state of the phase III. I suspect there is concern about exposure there which could have an effect on the agreement..."

By exposure, do you mean that the assembly of data may have been done so poorly that questions about the viability of P3 may arise?
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Totally agree with your data, and your conclusions. Interesting that it's so much at variance with the FUD.

Thanks for your hard work.

Regards,

Jim