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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (36801)	11/19/1998 11:17:00 AM
From: HB	Read Replies (1) of 132070

Mike, I just disposed of another third of JOF after noticing that it was at a 42.4% premium last Friday at 5 15/16. (I sold it today at 6 1/4... perhaps the premium has changed due to a big move in the Japanese OTC market since Friday, but I didn't have time to track down a graph of the JASDAQ, although I made some desultory effort to.) May substitute EWJ, although with currency instabilities I'm actually a bit happier with the OTC market than the overall japanese market. Do you still hold JOF? Barron's cover should mean Asian recovery on people's minds... maybe a contrarian sale. Almost out of chip-equip by now, but not entirely...still hanging onto some biotechs though. Take care, HB

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