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To: ChinuSFO who wrote (2488)1/13/1999 8:05:00 AM
From: James Fulop  Respond to of 41369
 
Anybody else feel the execution risk on NSCP/AOL deal does not warrant a 20% margin requirement difference? I hope I don't show my ignorance here, but is this kind of disparity common? TIA



To: ChinuSFO who wrote (2488)1/13/1999 8:18:00 AM
From: JOE  Read Replies (2) | Respond to of 41369
 
It will be a bloody day today, but the good news is that after collapse of Brazil, we definitely reach the bottom of global ecom. I would rather be very happy to see this happen now. Buy opportunity will come soon.