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To: James Fink who wrote (1262)2/23/1998 12:22:00 PM
From: Bernard Levy  Read Replies (1) | Respond to of 2063
 
To James and the thread:

I think Asensio's evaluation of the company is right on
target. Asensio has a great track record on the short side
(most recently with AVNT). If their record on the long side
is anywhere as good, we are all in fine shape.

Best regards,

Bernard Levy