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Zeev Hed

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Zeev Hed

Re: Mighty_Shadow post# 204

Sunday, 07/07/2002 6:07:10 PM

Sunday, July 07, 2002 6:07:10 PM

Post# of 704019
The problem with the like of MIR, CPN and DYN is that I have no way to determine what is real good assets on their books. There was capacity expansion to meet the prices of the CA crisis last year, and it is quite possible that they overdid it, and like WCOM, may have garbage on their book. Technically, they are still weak as a group.

Zeev

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