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To: reaper who wrote (84414)	10/17/2003 4:43:16 PM
From: patron_anejo_por_favor	Respond to of 209892

Geez, another "outstanding" effort by Greg Jones, no doubt....dood's the Sam Kinnison of economics!

To: reaper who wrote (84414)	10/17/2003 7:35:11 PM
From: Perspective	Read Replies (1) \| Respond to of 209892

Could be a couple of stocks that are "done" on that list. DCLK looks cooked, and I don't think it can support 6x sales with no growth prospects. Despite how insane the markets are with regard to risk/reward ratio and valuation, one thing holds true: companies that are growing go up regardless of valuation, but companies that cease growing get a whack with the oosik. BC

To: reaper who wrote (84414)	10/17/2003 7:38:55 PM
From: Perspective	Respond to of 209892

WTF is up with JBHT??? No news, but look at this! stockcharts.com[w,a]daclyyay[pb50!b200][vc60][iUb14!La12,26,9]&pref=G Well, there was one downgrade, based on a "worsening outlook for truckload carriers". WTF? I thought the e-con-o-me was surging? How the hell can we be growing if the transports are having trouble? I know, Dow Theory idea, outdated, throw it away like Templeton and Buffett... BC

To: reaper who wrote (84414)	10/19/2003 12:06:45 AM
From: JRI	Respond to of 209892

OT Its a Series now....(do you even care?)...although I'd have to still bet on Yankees, Marlins have Beckett still to go 2 games, and 1 game in hand....and no one really respects them, and they certainly aren't playing scared..not a bad set-up now... All year long, if Pierre/Castillo get on, Marlins are tough to beat....you contain them, they are above-average only....could be this year's Angels (w/D-train or Cabrera playing the F. Rodriguez role)- its been some roll since July... You can't imagine the ?? the Marlins took in the spring for the 3 way with Atlanta and Colorado, as well as Pudge for $10 million...no one defended their moves last off-season, and no one (in their right mind) thought they'd be here...gotta say, sports radio in SoFlo was ALL OVER IT going back to July....saying, "these guys are special" and making comparisons to '97 even when they were just beginning their streak...there were quite a few "believers" even early (even if they don't go to games-g,ng) Luria may be the luckiest SOB on the face of the earth...

To: reaper who wrote (84414)	10/19/2003 9:53:17 PM
From: JRI	Respond to of 209892

OT Guess we'll find out in a few days if Marlins are '99 Padres (was it 98?) or '02 Angels.. I'd say split the diff., and Yankees in 6...really depends IMO if Beckett can continue to be a stud (2 games, if it goes back to New York), or if he wilts.. Gonna be an interesting atmosphere in SoFlo...lots of Yankee fans will be at the games..

To: reaper who wrote (84414)	10/22/2003 3:38:49 PM
From: NOW	Respond to of 209892

Hey Reaper: Love this: "Fitch Rates AmeriCredit Automobile Receivables Trust 2003-D-M 'F1+'/'AAA' Businesswire, Friday, October 17, 2003 at 17:28 NEW YORK, Oct 17, 2003 (BUSINESS WIRE) -- Fitch Ratings has assigned ratings to the receivables-backed notes issued by AmeriCredit Automobile Receivables Trust 2003-D-M as listed below: -- $227,000,000 class A-1 1.12% Asset-Backed Notes, 'F1+'; -- $440,000,000 class A-2 1.44% Asset Backed Notes, 'AAA'; -- $75,000,000 class A-3-A 2.14% Asset Backed Notes, 'AAA'; -- $104,000,000 class A-3-B Floating-Rate Asset Backed Notes, 'AAA'; -- $354,000,000 class A-4 2.84% Asset Backed Notes, 'AAA'. The securities, which represent the fourth securitization of the year offered by AmeriCredit Financial Services, Inc. (ACF), are issued with a note guaranty insurance policy ('insurance policy') from MBIA Insurance Corp. (MBIA), which is rated 'AAA' by Fitch. " Same as it ever was. Seems MBI could repackage cow manure and get it triple A'd anyday....