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To: JEB who wrote (36)	9/6/1998 12:25:00 PM
From: JEB	Respond to of 87

NYSE:BT (Banker Trust) has exposure to Latin America, Asia, Middle East, ...etc. in their August 10K: sec.gov and they appear to have a more precarious position than most other banks since they spread themselves out too thin. This bank acts more like a hedge fund than a bank. That makes them dangerous! -IMO- Good short, too bad I didn't find this one earlier but still has room on the downside.

To: JEB who wrote (36)	9/6/1998 12:27:00 PM
From: JEB	Respond to of 87

I choose YHOO and AOL as companies that if we have a one day huge drop will offer a better return on a short position than many other companies. In a slow steady drop, I agree with your analysis and I would choose others such as BT, S, GTW, VNT, AES, but I still don't believe EK is ready yet. EK would probably need a huge drop in the Dow for it to lose it's current market favor.