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To: CalculatedRisk who wrote (13750)	1/19/1998 3:44:00 PM
From: Deep Digm	Read Replies (1) \| Respond to of 18263

Bill you're absolutely right. By the strictest definition of the word sabbatical was the wrong choice but it was the only one that came to mind at the time I was writing the post. William F. Buckley I am not, nor do I want to be:) Despite my choice of the wrong word I think you'll agree that my description of their relationship is true. Esping was hired(?) by MD with BRCP's blessing/approval and as such time spent at MD reduces the time he'd normally spend at BRCP. Whatever the proper description of their relationship is, they (Esping/BRCP) certainly can't consider it a waste of time. Since many shorts predicted that the anniversary of that contractual relationship (MD/BRCP) might result in BRCP's cancellation of it, I would think short's recognize it's significance also, as well as the fact that they didn't cancel. Have a good one, Deep Digm

To: CalculatedRisk who wrote (13750)	1/19/1998 4:53:00 PM
From: Arthur Radley	Read Replies (1) \| Respond to of 18263

CNBC just had on an analyst from Montgomery Securities in which he listed the Y2K they were reccomending and considering they are located in San Francisco, I have three questions: 1. What company that bills itself as a Y2K company is located in Montgomery Securities backyard and was not on their list to buy? 2. Does this anaylst look out his office window each day and see a mobile factory going off to another multi-million dollar job? 3. Does this anaylst drive just a short distance from his office each day and look in a warehouse and see a mobile factory gathering dust and playing solitare?