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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (272896)	1/7/2004 9:56:11 PM
From: Earlie	Respond to of 436258

Hi Tommaso: Delightfully, I don't show up on IBM's radar these days. (g) I like your Rydex bet. It should treat you well as the year progresses. Sorry to hear about the silver scene. But don't we all do that with ugly frequency. (g) Good to hear that 2003 treated you well. I share your point of view with respect to the energy sector although if we do get into a global "sink hole", demand could take it in the teeth. I also will stay on the energy sidelines until the scene in Iraq becomes clearer. Your comments on JPM at right on the mark. Sooner or later the whole sector has to take a round in the forehead, but for now, I suspect that they will remain market darlings until the liquidity cesspool begins to evaporate. All hail Sir Alan. Best, Earlie