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To: E.J. Neitz Jr who wrote (39802)5/22/2002 10:06:35 AM
From: Larry S.  Read Replies (1) | Respond to of 53068
 
trading position in ILA 14.77 - still think the whole energy trading group and utilities that have gotten crushed is a well. mid cap value manager on CNBS this morning intimated that they were looking at the CPNs and MIRs etc. larry



To: E.J. Neitz Jr who wrote (39802)5/23/2002 12:06:41 AM
From: Kelvin Taylor  Read Replies (1) | Respond to of 53068
 
"All of this 3 year time-frame....if go to $0...so be it."

Ed, if WCOM starts to slide to BK you will bail before 0 and if the stock quickly jumps to $3 then shows weakness you will bail. 3 years is a loooooooooooooooooooooooong time to hold not knowing whats next.


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