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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Seuss who wrote (3981)	10/11/1998 4:07:00 PM
From: RockyBalboa	Respond to of 18998

Watching CMM I found it astonishing they even did convertible debt, following corkroach theory others should be searched, too. www4.edgar-online.com C.

To: Dr. Seuss who wrote (3981)	10/12/1998 12:44:00 AM
From: Pancho Villa	Respond to of 18998

Doc, as my friend Kip said, the shorts are in control of this market. No real long volume was bought on TH/F it was short covering to a great extent. In a certain way we are being victims of the greed/fear of our own colleagues who like to trade around their short positions. We have not seen real fear yet but I can smell it is coming... regardless of what the fed does, the slope of the CAPM line has gotten really steep in the last two months. Investors are demanding a heck of a lot more return per unit of risk (i.e., per unit of variability as measured by the standard deviation). The y intercept, which represents the 3 mo. treasury bill provides a downward shift but this shift is BS compared to the increased slope.