Message-ID: <14882301.1075857650574.JavaMail.evans@thyme> Date: Fri, 4 May 2001 03:30:00 -0700 (PDT) From: john.arnold@enron.com To: steve.lafontaine@bankofamerica.com Subject: Re: its never gonna break Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: John Arnold X-To: "Lafontaine, Steve" @ ENRON X-cc: X-bcc: X-Folder: \John_Arnold_Jun2001\Notes Folders\'sent mail X-Origin: Arnold-J X-FileName: Jarnold.nsf your guys are probably seeing this as well, but, 50 cents higher our customer biz was 95/5 from buy side. now it's 50/50. can almost smell blood among the producers. only problem is trade is sooooo short they cant see straight. were the market still not so fundamentally overvalued right now i'd be looking for a 25 cent move up. just can't see that happening at this level though.