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To: Sun Tzu who wrote (7839)10/2/1998 12:07:00 PM
From: ckrunner2001  Respond to of 16960
 
More and the Last on KEA.

KEA has a highly respected Yr. 2000 business and independent of what is going on in the world (short of a large meteor shower) they will have large numbers of human assets employed. However, my issue is how people feel about their financial instruments. Today's NYT on Merrill Lynch's exposure (1.4B) in the LTCM mess. A lot of the down activity on Wednesday was the wild rumor on the floor about Banker's going BK because they are heavily involved in the same activities as LTCM. Now we are going to have NATO nailing the Balkans. Russia won't like it. What can they do, but use it to draw attention from their own problems - and at the same time make their problems worse. Right now I think we are headed to 7200 or below. I would wait and then be long. As for my wife - she was in so early that her basis is less than $2/shr.



To: Sun Tzu who wrote (7839)10/2/1998 11:24:00 PM
From: Patrick Grinsell  Read Replies (1) | Respond to of 16960
 
Sun, where's your report after talking with 3dfx? Waiting patiently.

Pat