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To: JSB who wrote (8717)9/10/1998 6:23:00 PM
From: Alan Coccio  Read Replies (2) | Respond to of 10903
 
Jeff, I am currently long but not at all comfortable.

Kirk, I think the problem as it arose today was the timing of the latest debenture and not the fact that they did it. To learn that it followed by two days a statement that they didn't think they'd need to follow this route in the near future was a devastating breach of truthfulness to some.