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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (1927)	5/13/2003 4:05:03 PM
From: arnold silver	Read Replies (2) \| Respond to of 23958

nope, it wasn't a joke, it's true, I don't blame anyone for my ALU stuff. I called the law firm, and they are looking for people holding the DWYR stock now,I guess they want to make money by starting a suit involving the merger. Still sitting on some good stox, Made out well on BLTI,but didn't hold long enuff. Got a double on CLZR and LSCP.Sold half of my SMAN. COMING BACK STRONG. Looking at PMTI again,sold on the news about GE investment. maybe time to buy at the lower price. All I need now is, how to straighten my drives. ggg Arnie

To: Sergio H who wrote (1927)	5/15/2003 1:13:32 PM
From: Crossy	Read Replies (1) \| Respond to of 23958

re: IPSU I would like to ask you to remove IPSU from the portfolio. I don't see it as a "stellar" portfolio candidate anymore, maybe a hold. The upcoming investor call could set the record straight on a couple of items. However their huge cash-flow variance and dependence on some critical input factors (nat gas prices, refining margins for sugar) make it a highly speculative play as of now. Since we are sitting on a nice profit here, I would suggest to realize this now, albeit the chart DOES show some kind of technical strength - even today.. rgrds CROSSY