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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Jdaasoc who wrote (91239)	7/4/2002 1:46:47 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 99280

John, no disagreement here, not married to that one, just looking for a fast 30% or more run on it. Zeev

To: Jdaasoc who wrote (91239)	7/4/2002 2:50:49 PM
From: public_heel	Read Replies (1) \| Respond to of 99280

Jdaasoc and Ze'ev re ADPT... Thanks for the analysis, John. To answer your question about the other current assets: They are marketable securities that are classified as "available for sale". Per their 10-k (as of March 31), they were about 40% corporate bonds, with the rest being municipal and U.S. bonds, and commercial paper. They say the values given are "fair market value", although I did not see how often they are marked to market. I assume that they would be marked for the 10-K, though. Let's just hope that not too many of those corporate bonds are for WCOM...