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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (83111)	8/18/2000 5:05:13 PM
From: TRINDY	Read Replies (2) of 132070

Michael, What has nuclear-winter Hickey been saying lately? It seems to me that this thesis has been considerably slow to develop, although I don't think it is the wrong thesis. The lying, chicanery, and cooking-the-books that the likes of HWP/Carly get by with is still rampant. How long can it succeed? The half-life thus far could allow the earnings to catch up with the multiples. Three months ago, for example, in a response to me you noted that the Dell's lies would be catching up, and I congratulate you on being correct. The market is figuring out Carly's tricks, too, but HWP is still a $110 stock and Dell hovers near $40. After asking you about Sanmina a week or so ago, it is up about 20% to an all time high. I've been reading Bill F. nightly for what seems like an eternity and the message seldom changes that the market will soon come to its senses. It doesn't. I just don't get it. Maybe this is simply the nature of manias. When will it all end? You remain an island of rationality in this sea of hype. I thank you for your continuing contributions to this thread.

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