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To: Kerry Phineas who wrote (29926)	3/11/1998 7:52:00 AM
From: Thomas G. Busillo	Respond to of 53903

Kerry, at this point I'd sum it up as follows: DEAD CAN DANCE... ...with a little help <g> I think eventually the shock (or in this case schlock) value wears off, and people start thinking that either "the easy money's been made" already or that this is just too stupid to pass up. There are times when it's been a runaway train, but at this point the case that the Joseph's and Niles' are making is fairly well-known and I don't know what gives it that kind of "back in flying saucer mode" juice going forward. Their case depended on some assumptions about demand. They may still be right on the demand end, but the recent warnings certainly seem to support the case Kurlak's been making about weakening PC growth, so maybe that calls into question some of the expectations re: when the Asian cutbacks actually do kick in at ground zero in terms of pricing in the 2nd half. FWIW, Dead Can Dance is also a group that has made some pretty amazing music. Great listen at: audionet.com Forgive me for taking the liberty, but this whole Spice Girls phenomenon has me REALLY bummed out <g> Good trading, Tom