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To: RAVEL who wrote (22488)	8/20/1998 4:17:00 PM
From: WR	Respond to of 31646

Subject: Mr. Pink's Picks: selected event-driven value investments To: Bill Wexler From: Mr. Pink Aug 18 1998 7:09PM EST Reply #2078 of 2138 Revenues are supposed to be strong, but still not a sustainable business plan. Short it again on any strength.

To: RAVEL who wrote (22488)	8/20/1998 4:53:00 PM
From: jwk	Respond to of 31646

For my 2 cents I'd like to see the longs here lay-off adding 2 cents (or anything at all for that matter) to the estimate. If anything, I'd rather be totally surprised by better than expected earnings than to post anything to raise expectations ahead of reality. btw -- Denver Post with a front page article yesterday reporting on a somewhat shocked group of city council members looking at Denver's y2k exposure. Embedded chip problems were featured. Also, KWGN Denver channel 2 ran a feature report on y2k. Started with potential for water in -- waste out glitches, spent a fair amount of time on embedded chips, and finished with graphic reinforced suggesstion for steps people could take: "Store water, food, etc...." First time I've ever seen anything like that an a major regional tv news program.