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Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (2875)	10/1/2007 4:51:19 PM
From: JSB	Read Replies (1) \| Respond to of 6370

Fwiw, I don't think you were on the wrong side of the call, the timing might be off, but the call makes sense. The economy stinks, foreclosures at record levels, a fair level of inflation, regardless of the government figures, all adds up to a good call. I don't know what's driving the markets right now, though I couldn't figure it out in 2000, either.

To: Bill Wexler who wrote (2875)	10/2/2007 10:00:23 AM
From: Travis_Bickle	Read Replies (1) \| Respond to of 6370

The homebuilders were great values last december too, when the same citi analyst triggered a squeeze with the same call, now they are much more of a great value. When spring selling season doesn't pan out they will become the greatest values in recorded history.