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To: LLCF who wrote (169984)6/4/2002 1:51:05 AM
From: patron_anejo_por_favor  Read Replies (1) | Respond to of 436258
 
<<Kudlow admitting he was wrong on TYC and the insider wheeling and dealing>>

"News you can use?!"

ROTFLMAO!



To: LLCF who wrote (169984)6/4/2002 2:30:00 AM
From: SOROS  Read Replies (1) | Respond to of 436258
 
Kudlow wrong? Impossible. He and Kramer (intentional Freudian slip for Seinfeld fans) are gods. Do you think they could possibly be wrong on "THE RECOVERY"? Nah. Buy more QCOM and Krispy Kreme. Get some more Chips also to wash the dough-nuts down with.

I remain,

SOROS



To: LLCF who wrote (169984)6/4/2002 9:34:54 AM
From: reaper  Read Replies (1) | Respond to of 436258
 
<<No, look at INCY... they have tons of cash with little debt. >>

OK, if $200mm in a busted convert is "little" debt, then I agree. They do have +/- $540mm in cash against that convert, so they have over $300mm in net cash against a +/- $425mm equity market cap. As I said, I own the stock (and at higher prices).

Cheers


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