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To: Bill/WA who wrote (162986)4/30/2002 9:45:47 AM
From: Earlie  Respond to of 436258
 
Bill?WA:

I'm no expert on the banks, but I do think it might be time to have a bit of exposure (short) to the sub prime lending gang as well as the credit card churners. These companies represent the soft underbelly of the U.S. financial game and I think they cave in once the financial unravelling commences. Timing is a question mark, but the signs sure point to this summer as a reasonable bet.

Best, Earlie



To: Bill/WA who wrote (162986)4/30/2002 9:50:02 AM
From: Earlie  Respond to of 436258
 
Bill/WA;

I have enjoyed a wondrous set of rides on NVDA over the last year or so. I still see it as remarkably over-priced, but not quite the "gift-that-keeps-on-giving" scenario that it was a few months ago. Whack it for a few bucks on the big short squeezes, take an early leave, then come back to do it again on the next big rally. The general trend will continue to be down, but not as vertically as in the past.

Best, Earlie