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Politics : Ask Michael Burke

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To: jim kelley who wrote (70774)	11/19/1999 3:36:00 PM
From: Knighty Tin	Read Replies (3) of 132070

Jim, I am an absolute player. Relative valuation, IMHO, is a mug's game. I don't care if you lose 30% while I only lose 20%. I care that I lose 20%. And the last time I asked (about 5 minutes ago), hookers still don't accept relative dollars. Grocers, either, but I am talking about essentials here. <g> I agree about Sun and think that stock is about to be in deep Chiemsee, just as I agreed with you about Compaq last year. And I hate Gateway more than Dell, but I think the business PC market will collapse before the home PC market, so I want Dell puts first.

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