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Strategies & Market Trends : SPARKY'S CORNER -- Ignore unavailable to you. Want to Upgrade?

To: Bruce A. Brotnov who wrote (3480)	8/16/1998 2:02:00 AM
From: Walk Softly	Read Replies (2) \| Respond to of 4142

Bruce LTD=15.9 mil (about 1/2 of currrent cash & marketable securities= 29mil)for LTD/Equity a little better than 60%.... it's been in that range since 2Q97.... I think their balance sheet is decent because of the cash levels and 3mil deferred revs....... in otherwords they could pay off their total debt now if they wanted too.... ahh... but, they have plans for that cash hope that doesn't hurt 'em too bad on your system... BTW.... hello from UTAH ES

To: Bruce A. Brotnov who wrote (3480)	8/17/1998 10:04:00 AM
From: Walk Softly	Read Replies (1) \| Respond to of 4142

Bruce... Favors definitely confirmed.... there is a strong day coming in the not to distant future.... (my 200 point day).... to 8600 area... Fleckenstein is a sharp dude... but what he is missing is that what everyone has been talking about is more correctly called the "reduced deficit growth rate".... supposed to be neutral by 2002.... this has always been the plan hasn't it???? No one ever said there wouldn't be a deficit by then... just there would be zero growth... maybe sloppy wording, but this has been the meaning for as far as I can remember.... so there is going to be far less govt paper by 2002.... can you imagine a year that the Tres prints no 30 year notes.... can you sat Mortgage interest Rates of 3-3 1/2%.... hey the world is preparing FOR A MILLENIA OF GOOD AND PLENTY ISN'T IT??? Well you've got to have good financial markets to do this..... ES