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To: Bill F. who wrote (195547)	10/5/2002 11:39:21 AM
From: Mike M2	Read Replies (1) \| Respond to of 436258

Hi Bill, do you go on CNBS anymore? I would like to see you on Micron Maria's segment just to point out how much Wall St mislead the public. I saw on another thread that a former Enron analyst- Olsen who was fired by MER for being too bearish will be on 60 minutes this Sunday. mike

To: Bill F. who wrote (195547)	10/5/2002 11:45:18 AM
From: marginmike	Read Replies (2) \| Respond to of 436258

unless its a hedge I dont get the ANLY position. If the debt bubble implodes all ships will be sunk, no? I was short FNM from last year, and I think housing, and banks(up until recently) have been the areas to short because of the continual denial of the demise in those areas. I have noticed the dramatic increase in new listings on NYC RE cites the last 3-4 weeks, and the rental market is collapsing. I am being offered APT's that were 8-10K last year for 6-7 now. I dont know about the lower end, but the 3-4br market is a disaster.