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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (32278)	9/6/1998 5:00:00 PM
From: Thorr	Read Replies (1) \| Respond to of 132070

Is CCI the best bank/financial short here. Any others that will have massive non performing loans. Lehman and BT as little as six weeks ago were giving 4 to 1 leverage to some friends of mine who were betting on baskets of already leveraged mkt neutral funds. some of which blew up III emerging mkts. and Long Term Capital for example. who knows what other problems these guys have. Any other targets in bank/financial services? Any comments on the 125% loan Cos like Advanta- First Plus- LFCO- Also I Bot some CIEN Calls on fri. betting the deal with TLAB happens. CIEN is trading at a 7.00 discount to the deal. And I am always long puts MU WLA DELL INTC AMZN SPX IBM GTW BAAN ROK CSCO Any thoughts? THOR