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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (63897)	7/2/1999 2:11:00 PM
From: valueminded	Read Replies (1) \| Respond to of 132070

Mike: Given the weakness in Keane, what do you think of a buywrite at this point. It would seem to have a pretty decent return with some (although I would think limited) risk. Say nov 20's Also, the more I look at GZTR, the more I like it. It would seem to me that the business plan is forever getting off the ground but the news in terms of minimizing dilution, focusing on their product and getting the production off the ground should pay off. I decided to add a second third. Hopefully it wont go down to make me want to add a third third <g> Finally, are you still of the opionion that rates will head down before the market crunch hits ? I still hold by the 8% by year end. thakns

To: Knighty Tin who wrote (63897)	7/2/1999 3:31:00 PM
From: Dushyant Narayen	Read Replies (1) \| Respond to of 132070

Michael - I've been away for a while so apologise if you've commented on this recently - are you looking for a warning or a miss from Intel ? What about the rest of the year - I believe Intel said that they expect it to be stronger - Do you have price targets on INTC, CPQ and DELL ? Thanks, DN