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Politics : Ask Michael Burke

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To: scaram(o)uche who wrote (5846)	11/24/1996 1:42:00 PM
From: Paul Senior	of 132070

Richard, you've certainly convinced me about AGPH. I wouldn't touch it with a sterile glove at these prices. Why? Because I can't at all understand the specifics you are talking about, and there's just no way I can get as knowledgeable as you about the industry, the company, or the stock. If people who are buying or holding the stock are as savy as you (and you make me think this may be a necessary and sufficient condition) my own chance of profiting from taking a postion in this stock is nil. At any pull back in price, I'd be one of those guys who posts and says "wha happened and what's gonna happen now?". (Your detailed knowledge of Co. reminds me of Steve C. here who has been very successful with in-depth knowledge of CPQ). Best for me is to find another way... maybe wait for general decline in biotechs and then buy a package of them. This seems to be one of M. Burke's methods. Your posts have helped clarify my thinking here. Thanks. Paul Senior

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