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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (70795)	11/19/1999 6:57:00 PM
From: Nadine Carroll	of 132070

Mike, If you want to cast your gimlet eye on a current center (I can't call it "the current center") of i-nut insanity, take a look at the price of companies that can say the magic words "We specialize in e-commerce infrastructure". Like Tibco (TIBX) and Bea Systems (BEAS). Boy, has the rubber ducky come down for them! I looked at Tibco six weeks ago, and decided it was a nice company but 20 times sales (there is no profit) was far too pricey to consider. Well silly me, it's quadrupled since then! And Bea, though handicapped by actually being profitable (-ng- in this market), is nearly on the same pace.

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