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To: Bill F. who wrote (39301)	5/6/1999 9:53:00 PM
From: IceShark	Read Replies (1) \| Respond to of 86076

Don't get me going on new pair of dimes Price to whatever math. It is stunning what is compared now. It all started with junk bonds and buyout fever (EBITDA) when all they were trying to do was a quick and dirty on how high you could lever a company up with debt. Little did they know where it would lead. And yes, that is the original POS. We added the number 1 when a few more nominees were appointed. -g-

To: Bill F. who wrote (39301)	5/6/1999 11:01:00 PM
From: Cynic 2005	Read Replies (3) \| Respond to of 86076

Bill, you mentioned defense stocks as potentially good longs. As I always say, donkeys bray-a-neck! -g- I am off the opinion that the air campaign against yugoslavia has exhausted a lot of supplies and the Defense Dept needs to replenish them. Democratic Prez asked for 6 bil and the Republican congress gives them $13 bil. Even if Gore is the next prez - defense stocks should do ok for at least 3 years. What do you think? I have been accumulating LMT at this time. It is among the most hated defense conglomerates right now. I think it has seen a bottom. Any fresh ideas from you?