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To: reaper who wrote (192832)	9/19/2002 3:04:46 PM
From: marginmike	Read Replies (3) \| Respond to of 436258

ANy thoughts on HDI, I am hearing they have some securitization risks, as well as slowing biz. Thats gotta be a short and hold as Motorcycles become extinct. Do you follow any good pleasure craft companies? they will get smoked in a consumer based recession.

To: reaper who wrote (192832)	9/19/2002 3:07:14 PM
From: Freedom Fighter	Respond to of 436258

>Remind me again how much he put into LVLT? it seems to me that it wouldn't be worth his time to even take a call from ACF if the investment opportunity is only $100mm.< He put exactly 100M into LVLT. There's another connection too. Bill Miller (another value guy) is heavily involved with LVLT. He was part of that 500M perferred at LVLT. I believe Bill Miller (or the same firm at least) is heavily long ACF too. For the record, I am long a bit of ACF. I was longer, but sold some in last rally. That's why I am speculating on the solution to their problem. THis is the only thing I could come up with.