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To: dougSF30 who wrote (103458)	10/24/2003 3:01:15 PM
From: Charles R	Respond to of 275872

Doug, <Charles, how is it that you have all this information?> I am active in the industry. Came back from retirement after the last bubble :-( <Is it inside information, and you cannot divulge the source nor specifics?> EDIT: Or are you not claiming any such information, and these comments that "it is much simpler" are merely speculation on your part? Since you've claimed inside info before, it would be helpful if you could let us know when you're just guessing, and when you're claiming to KNOW something for sure, even if you can't provide more details. Or is it something you can say more about, so that other readers might be able to judge for themselves? Any links? hints? idle musings?> Given the firestorm I saw last time around when I dropped a hint, I decided to not drop hints anymore about things I can't talk about. Anything I have said recently or expect to day going forward should be verifiable with data available outside. Chuck