Global Value Investing

[Drexion2004]

BAJ: Always a possibility of more negative newsflow, but I am betting otherwise -- At least from a company origin (Who knows if someone will sue the CEO, etc).

I spoke to the head of IR for about 30 minutes yesterday, definitely got the impression that alot is in flux but that it was 'all out there'. That 246M overrun number is EXTREMELY conservative she said, which means potential for positive revisions over the next month as they get a final number.

At least the non-stop bleeding seems to have halted, 2 cents off the bottom now. Lets see if we hold for awhile.

-Fernando