============================: THU.NOV,001109 :============================
7:30-17|  EquitiesMag001109 Mag Small Caps   Grand Hyatt .
 A number of interesting Companies .   CoSyNotes 

16:15|  NY Stock Brokers Club  : NYSE:CSU : Senior Living .
 Harry`s @ Hannover
|15:29|  Max SS | 15000 ö 12 |>| 1250
 Tipper visited one of facilties in FL last week .
 def senior Living : 75 + | avg age : 84 | avg entry 80
 public sector .08 of mkt .  private pay unregulated .
 demographics . focus collective indipendent living ,
 Profitable for 8 yrs . Can continue growth .
 dining , Internet
 Acquiring places , increasing occupancy to .94 .claitus US census data .
  25 - 30 K , half SS , half pension , House & intrest .
  a  1750 % mo for |  1200 1700 x 12  |>| 14400 20400
  Nursing home liquidating assets -
  Can ask declining to leave . | CCRC buying life care
  ============================: FRI.NOV,001110 :============================
Subject:  There is a God .  was Re: Rick Lazio : Thank You! 
   Date: Fri, 10 Nov 2000 13:00:11 -0500
   From: BobArmstrong 
     To: RLazio2000@aol.com, Jim.Nicholson@rnchq.org
     CC: lpny_discuss  , others 
 Dear Rick & Jim ,

 It is refreshing to be laughing at my TV for a change instead of yelling .

 After excluding all outside voices from presentation to the electorate ,
 especially the Libertarian voice saying a pox on both your corrupt houses ,
 you`ve literally gagged the Constitution and it has locked you into deserved
 and I hope long lasting chaos .

 This is most persuasive manifestation of some universal moral intervention
 deserving to be labeled "God" that I have witnessed in my 56 , as of
 wednesday , years .

 Rick , you could have taken out New York`s new first : first female felon US
 senator , with one 30 second commercial . Chose from any of the couple of
 dozen clips on my  http://cosy.com/views/travlgat.htm .

 Jim , I will remind you that I made a point of meeting you instead of Bill
 O`Reilly at Roy Innes`s event last spring .  
RLazio2000@aol.com wrote:
> 8 Nov 2000
> Thank You
> We fought a great battle thanks to the support from all of
> you, I never backed down and fought the good fight against
> the White House and all their power. We stood up against
> enormous odds but we played by the rules and told the truth.
 
 Rick , with all due respect , get real . 
  ============================: SAT.NOV,001111 :============================
16-18|  Skylight Gallery  1368 Fulton , Bed/Stuy
18-20| 529 W 20 . Cristinerose .
  ============================: TUE.NOV,001114 :============================
16:15|  NY Stock Brokers Club  : NYSE:OMM : Energy Transportation .
 OMIcorp(OMM) . Harry`s @ Hannover
 001226| It is painfully obvious that I never got back to
 editing the notes of this most interesting company . BA |  
 Marshell Islands : no taxes to any govt .  | eps | -.21  ,16 .38
  like rid intusty |  TCE 22750 27200 42050 | 3 Qs
 Most vecels on spot mkt . | 1000 % day rate increas is 4M$ earnings
 3-5 yr up mkt :
 All they care is how much transported . Increasing long haul from OPEC .
 Tanker fleet split Old vs .  Euro/Enviro  can only use new ships .
 Exxon now owns 0 tankers .  | ton x miles | is basic measure .
 Supply crossed demand in `99 .
 Refinery capacity in Enviro . Large # of old ships will not be legal after
 2006 . Regulatorey rather than economic reasons forcing old sh
 cannot order new ships til 2003,h2 .  Shipbuilding yard capacity at max .
 IMO Reg 13G . Making sure not deep pocket . Demanding Transparency .
 Tanker Owersyb moving from 2.5 , fleet | 1400 % 2.5 |>| 560
 OMI 11th , top 9  have .23 of mkt . ptnr w frontlin have  .35 of W. Africa
  to NA . |  VeryLargeCcrudCcontainers . pool , Suezmax .
  Benefit of consolidation : poolling , Econpmesy of Scale of information
  exchange . No one else knows where their ships are .
 winter regs don`t allow as much carage in bad wether , Supply side
 took entier  | 1M BL reserve nothing | tonage w be less .
 Transport .06 of retail price . | 6.2 M .
  www.omicorp.com   | |17:16| US fleet oldest and worst in
  3700  , amer 17000 .  OMI left Amer flag ecause not competitimve .
  170M ,
   Youngest US tanker - 1975 |
 3 new ships . on order . Competators : Frontline co/opteitor .
 JohnFredricson own .1 of world mkt floor . At 1 point ripped out
 trader telephens and said any one who wanted a ship had to come to him
 directly .
 Pol   22000 + each , not that large .
 avg life of tanker 25 .  Medium term pass costs on i freight rates .
 .2 of fleet single hulled .
 Change of onership durng tras
 Own own crewing company , based in India .
 US police force for world . fleets required to join convoys .
 TF : do you need it ? We don`t send vessels into war zones . requrie safe
  berth in safe harber or have right to cancel contract .
 All shiping companys face the hazards of the sea , including at one time
 Nigeria . Avoid Libia .
 were 1.5 last yr . insiders own .035  most offers h
 HenryLucander : Why should by , bought ship 60 M . Co w be debt free i
  earing 1.8 free cash flow . World w continue to .
  any tanker cos great buy , US & Euro
  Sun had 6$ spread on their refinery capacity .
  China shipments growing as never before .
  Why stock down ? some people in denial . earing $50000 % day . No room on
  supply side . Chmn
  TK Shipping largest Blue chip .  5 yrs ago in Manhattan , 115 people ,
   now Stamford , off shore , no taxes , 38 people .
 Instituions , Money . can only borrow  .55 from .85 of Hull value
 Golden Greeks still own great fleets .  Onassis / Levonis(?) . 
   ============================: THU.NOV,001116 :============================
16:15|  NY Stock Brokers Club  : NASD:QUST : Supply Chain Management .
 Harry`s @ Hannover
 Ted`s 70 BD ! 
18|  Iverson`s J Language  85 West St . Marriott Fin .  RSVP  .
 See :  CoSy/Lang/J 
  ============================: SAT.NOV,001118 :============================
|13:20| TNN : Wilderness tip :  Carry Orange ribbon to make yourself easier to
 find . 
-19,14-21:30|  DiasporA-NoW  80 St Nicholas Place #1B . Carib Art .
  ============================: MON.NOV,001120 :============================
|10:30| 10| Ch 57 : Al Frente :  Enough is Enough . 
13| ch34 : Harold Hudson Channer | NormanKerland : Columbia U : newbirth
 project , Inst Economics & Social Justice |  .005 interest
 Section 13 Fed Reserve loans at "service cost" for [ politically connected ]
 projects . 
| Cleaning my Text stack : ( from old cartoon on AMC ) : 
 We`ll see life`s mad pattern / as we look at life here in Manhattan .
 My sister Joyce in Colorado Springs raised the spectre of Bill
 Clinton running for Mayor here in NYC next year . 
From TextStack :  | 130 % 9 |>| 14.44 | deaths % yr from Venetian
 Blind cords , recalling 800 M units . 
16-17:30| THE LINDESMITH CENTER - DRUG POLICY FOUNDATION www.drugpolicy.org /
  www.dpf.org  : Crisis in Colombia : Luis Gilberto Murillo & Sandra
 Alvarez : Colombian Civil War, Human Rights & the Drug War . @
Open Society Inst. / Conf Rm 3A/3B / 400 W 59 / NY NY 10019
  RSVP  Lillian Beniquez 212-548-0695
  ============================: TUE.NOV,001121 :============================
16:15|  NY Stock Brokers Club  : NYSE:CWT : CA & WA Water Supply .
 Harry`s @ Hannover
|16:45| Gery Feeney  CFO |
BobFoy : chmn : vision stmnt boiled down from  750 employees | Industry :
 Deliver adequate supply ;  investor owned vs mutual , municipal |
 feel that will always be regulated . investment dividend regulated .
 Finding more things in water because can . auto sprinklers .
 Foreign interest , britain french continental | 55000 comunity water system
  47K potential buy outs  | .85 municipals for operation .
  Will concolidate to 10 investor Companies .
  2.4 - 3.6 x book value :  Pete Nelsion Pres & EO
|17:0| 75 yr old co : Strengh & size to be sucessful .
 Largest in western states . Foreign buyouts .  only 4  vs  18 investor owned
 : experience in  recycled water . | CA  # 6 country in wrld .
 Q on subway : Big Dog , groting 2 x natnl avg . make returns by investments
 . d centralize meter reading . moved into WA , | agvb groe , .01 , they .05
 Do well if in w Regulators . WA pocess 10x CA | MS : OR ? mkt not there |
 Grow by acu & servics & mngt contract . 25 deals in last 4 yrs . Largest
 acq recent . must be acretive .
 Contract non regulated . SUPPLY : Tum Water . Olyympia , also Sierra Nevada
 frm north central CA . Gerry x KPMG .
 Believe in continuous improvement , understand customer need water quality ,
 took Lexus customer service . Must sell to regulators , good at it .
 Div ratio | .8 ,  , yield .04 | mkt bk  : 2.1 x |  Debt ecu  .47
  rating AA-  , As3 |   mkt v al  27  |
  `97 great water yr | E%S slight increase  ~ 1.1  1.4 $%@ |
 looking at gains fromsale of surplus properties .
 paid dif for 66 yrs . 1.1$  , increased every yr for 32 yrs .
 Growing acq 40k acnts in Domingis , WA another 12k .
 Rate apps to Regulators : Capex needs what argue to min rate payer cost .
|17:23| P | w stay reg monopoly : necessary for life : private side .15
 growing , small sistems introuble3 because  stds getting stricter .
  much more dificult now than 5 yrs ago |  CWT | bigest dog left , in West .
|17:26| where get ? half ground , half surface wholesale |
 States ? CA WA NM , western states
 O+ ? HetchHetchy granite , untreated to SF . Flourine in SF |
 Bottled water ? some is ours .,
B bottleed water 1000 x $ tap .
 .95 busn regulated . .05 non regulated - meter reading , billing .
  Lab testing , Storage tank  Cell phone rental  $1500 % mo |
 Don`t buy | Supervisory control & acu control .
 define book value  |
cost % share ,
 TF : 10 p | Amer water works , United , Phil Sub  , us ,  Amer states ,
  Middleses NJ , CT water , SW water ,
  Earn  .1 on equity .
 Abe : Drought : desalinization ?  Domingas does  : reverse osmosis |17:47|

  ============================: WED.NOV,001129 :============================
18-20| 3 E 27 .  modcult  @ Gershwin Hotel : Tracy Nakayama .
22| 127 Ludlow . Motor City . Bruce Alexander , DJ .
  ============================: THU.NOV,001130 :============================
SigAPL PeterDonnelly , Dyadic APL |18:32| : Dialog V9 : 
 New Session mgr .
 Namespace references .  Session records all action across namespaces .
  Now can pass namespaces & make arrays of them .
  9 ~ •NC Namesace .
 given  A.a &  A.b  ,
 A.( a + b )    ~   A.a + A.b
 Namespace to represent securities w different rules .
 Arrays of namespaces provides arrays of functions .
 Takes a 1 liner to replicate a namespace .  Assignment just makes new tag .
 NameSpace Properties  like  K attributes but not accessable .
 Extending workspace explorer to have all information possible into the
 APL environment so get less questions about interfacing to outside .
  e.g. :   List of all COM objects .
  Very nice for working in integrated environment .
 V9 COM object references bulky but kept in WS for speed .
 Can paste VBA syntax into COM obj calls . enumerated constances .
 Excel workbooks containg worksheets containing cells containing objects .
 eg :  EX.xldouble  ref to Excel property directly in APL .
  Interface w Excel objects very elaborated and direct .
  Excel heirarchical objects interfaced as ordinary arrays .
  Dockable windows . when docked , Objects change type when dock . become
   sub space of parent it docked to .
 Some new objects in V9 .
 dotNet framework . email from MS . " won`t make rich " .
 Their developers working w MS code . Extends operating system to
 internet . make it very easy to call code across internet . Does all the
 things Java does . Quite interesting software engineering .
  WebObjects . objects which display as html . Maintains state of page
  in server - all in HTML .  All unicode . APL written in Notepad
  produces a DLL . C# is dotNET native language .
  MS webservice - callable from anywhere on net thru XML & SimplObjAppProtcol
   InternetInformationServer . Works thru firewalls .
  > 100k objects defined on web . can call object fn without XML .
  MS says should be 1 credit card confirmation fn .