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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (27809)	5/1/1998 10:43:00 AM
From: Knighty Tin	Read Replies (2) of 132070

To All, Compaq is up on the report from an analyst that their eps have only been hit with a 50 megaton bomb instead of a 100 megaton bomb. This stock is way overpriced and I am looking to buy puts again some time after the Dell tout-a-thon in mid-May. Chaste Manhattan has rallied 11 points and I am looking to repurchase my second third of puts on this bowwow. I am thinking of 142-144 as good re-entry points. Chile Fund is still dirt cheap. A 20% discount on the best economy in the Western Hemisphere. I am starting to give The Pakistan Fund the hairy eyeball. It is now priced like a LEAP. Shiva is doing great. Shaman is sucking wind. Actually, it is just sitting there. I can tell a co. managed by women. I am ready to go with the car started in the driveway and Shaman is still putting on its makeup. <G> Yes, I know that was sexist and stupid. That was why the <G> is there. MU continues to confound any bit of logic. Crappy co. in a crappy part of the cycle being made more obsolete by giant Asian competitors. But good lawyers. <G> No eps for a long time and no sustainable eps growth ever. This stock may be 1000% overpriced. Good luck, MB

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