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To: Jim McMannis who wrote (161059)3/4/2002 7:54:10 PM
From: John F. Dowd  Read Replies (1) | Respond to of 186894
 
Jim: You must be still sleeping in a cave decorated with early 80's WSJ's. There is no inflation. NADA. Just like there wasn't any before in fact your friend AG put us into deflation.But at least he woke up when the something hit him over the head. Hear is what I was talking about re:
Dell offering:

biz.yahoo.com

dell.com

marketwatch.com

Yes I am long RMBS again but it seems more fundamental this time. If you wait to see the stuff on the shelves you will have missed the run up just like you missed that raising interest rates was the wrong thing to do. JFD