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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (80155)4/26/2000 2:32:00 PM
From: TRINDY  Read Replies (1) of 132070
 
Michael--Thanks for your response on the B2B companies to me that other day.

I have another question. Is there anything left of Hickey's "nuclear winter" hypothesis? CDWC is now over 100 bucks and Tech Data is approaching its highest close of the year, up about 100% from a few months ago. Earnings seem to be pretty good, save for MSFT who is probably lying for its own nefarious reasons. (If those dudes could they would wreck the market just to get govt to get its hands off. Yesterday showed, at a minimum, that the market can go up without them.)

Your contention in a post to me last January was that the computer business stinks but the stocks are doing fine. Implicit in that is that stocks will eventually catch up with the businesses. Just wanting to get your current take on the situation.

Thanks for all that you contribute to this thread.
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