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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (83804)	5/4/2003 11:59:12 AM
From: Tom Pulley	Read Replies (1) \| Respond to of 99985

Zeev, nice of you to pop in here. And I'll take this opportunity to thank you for your safe short recommendations and your Dow long recommendations that you suggest from time to time. I have used many of those recommendations and done well on them. By the way, I ended up finding a local firm with good experience in oil and gas company capital funding documents, so I used them to help me with the capital funding agreement I had e-mailed you about a couple months ago. But I really appreciated your willingness to help me out when I asked. I know you have much more profitable ways to spend your time. Tom

To: Zeev Hed who wrote (83804)	5/4/2003 11:37:36 PM
From: gancho	Read Replies (1) \| Respond to of 99985

zeev what about this?

To: Zeev Hed who wrote (83804)	5/20/2003 10:32:26 AM
From: Stitch	Read Replies (1) \| Respond to of 99985

Hello Zeev, It has been a long time. In fact, I am revisiting SI for 2 reasons. One is to congratulate you on the nice mention in BW. It is a remarkable article about a remarkable and very savvy group in my opinion. Secondly I am back to herald new found interest in the HDD industry. We are getting close to the market mix that I always felt that we needed to reach before this industry was investable again. I know there is a lot of heartburn left over from this group of seemingly miscreants. But the industry has consolidated down to a nice mix again and I think there is some considerable upside to it. I am wondering wether you still follow it or did you check out after the AMC debacle? In any case, my Very Best Regards, Stitch