No. of Recommendations: 6
<<The second issue, I think, centers around your own admitted lack of research into the specifics of your article before you appeared to jump to the conclusion that the Eleven are guilty.>>

5and10,

Sorry if I wasn't clear. I don't have the information in front of me to offer an opinion on whether any one, much less every one, of the defendants might be liable. (Not "guilty" here -- we're talking civil law, not criminal. :) ) I hold open the possibility that under the facts as I understand them to be alleged, the actions could result in a finding of liability, should the case go that far (which I sincerely doubt).

<<I was struck by a tone in your article that doesn't seem to take the "balanced" even-handed approach more commonly found here. At times it almost approached a "preachy editorial" rather than news and/or balanced commentary. >>

It was written in the "Fool on the Hill" column, which is subtitled, "An Investment Opinion." That's what I hold it out as, an opinion.

Regarding the balance, I did manage to call CSFB "utterly silly" and note that my opinion was that the analyst had perhaps lost perspective. I tried to explain some of the shades of gray that I perceive here, the impressions based on 10 years in the field, imperfect knowledge of the specific case, and a desire to cover a wider area than is applicable to this one case. I don't claim to have succeeded perfectly on executing what I had hoped to.

<<I realize it was Friday, you needed to get the article posted, time was a problem and you may not have been able to get to the board to read the message (Yahoo! computer problem?). How about a more indepth followup that educates us with a little more definitive guidance than "play nice" and perhaps a critique of both the Eleven and CSFB's actions.>>

Well, thanks for giving me that many excuses, but I suppose maybe I just didn't really get across what I wished to through lack of skill as a writer? I hope to return to the issue soon -- it is obviously one that merits further review given the state of interest and confusion.

Thanks for your thoughtful critique,

Bill Barker



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