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Politics : Ask Michael Burke

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To: Michael July who wrote (77270)	3/8/2000 6:43:00 PM
From: Knighty Tin	Read Replies (7) of 132070

Michael, I would buy Vaso again in any move to or through $10. Duramed I like very much, but it is not moving until the deal is done. So, we have to watch for that. I plan to buy a ton near the offering date. The GZTR downgrade is probably noise. I haveput on short puts in both GZTR and Bxm. Cos. with a head of steam can win in a bear market. But it has to be cos., not stocks. When you have a product that saves lives, in the case of VASO, the market matters not at all. Nobody says "I'm not going to save my life until the market improves." <g> Ditto for Duramed. Last time I heard, women still need hormone therapy during depressions and recessions. And, they may be more willing to try a generic when their jobs are gone and their stock portfolios are worth zero. So, I concentrate on the fundamentals of these cos. and as long as they look strong, I could care less about market action. Market action will always follow fundamental results unless your name is Micron Technology. <VBG>

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