I share your view on SIRI. I think the concept is a good one and it will eventually work out well, but the best play will probably buying them coming out of bankruptcy or buying whatever company takes their assets over.
I also read your "2004 predictions" and tend to agree with most of them. I would add that I look for most chip and equipment stocks to be halved from current prices and that there will be no "peace" in the middle east, especially with Israel which will continue to be a focal point of unrest and animosity from most of the rest of the world.
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