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To: cfimx who wrote (14499)5/18/2002 8:08:13 PM
From: Ryan Hess  Read Replies (1) | Respond to of 78595
 
For example, it doesn't ring true to me when they say they can't disclose a holding's margins for "competitive" reasons.

I disagree. That is the advantage of being private. If it is not public knowledge that you have significant economic rent that could otherwise disappear with more entrants to the market why would you disclose this information.

Ryan Hess