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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Larry S. who wrote (18653)	2/21/2003 12:59:18 PM
From: jim_p	Respond to of 206093

Larry, I agree. Both EP and WMB should be survivors by selling assets that are liquid. While this will take away from future earnings on good assets, the stocks are selling at a price that's suggests they won't survive and that is not the case if they select to sell liquid assets. Both WMB and EP have plenty of quality assets to sell and still have a nice going concern with less leverage. I wish I had a better feel EP's potential problems with their trading book and the amount of potential reversals from being aggressive on MTM accounting? Looks like WMB is or has come clean, but not sure EP has? Jim