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

To: Knighty Tin who wrote (67303)	9/6/1999 3:24:00 PM
From: Merritt	Read Replies (1) \| Respond to of 132070

MB: LOL...Does Al Gore do that too?

To: Knighty Tin who wrote (67303)	9/6/1999 8:13:00 PM
From: LTK007	Read Replies (2) \| Respond to of 132070

The news released this weekend that Americans are putting in more work time than anyone else I have heard met by some with rah rah verbiage(amercan's love to work gunghoism sentiment given as a cause),but I am thinking that it is indicating it is getting harder and harder to pay the bills,could this not be viewed as a distress signal,rather than a rah rah Amercans love to work? Max90

To: Knighty Tin who wrote (67303)	9/6/1999 10:25:00 PM
From: umbro	Read Replies (1) \| Respond to of 132070

Mike, et al - some interesting stats on insider selling at internet companies: #reply-11169987 Apart from the noticeable lack of earnings, the insiders were literally selling their shares as fast as the companies made money (revenues).

To: Knighty Tin who wrote (67303)	9/7/1999 8:33:00 AM
From: re3	Read Replies (1) \| Respond to of 132070

Michael, are you holding any jan qqq poots...i believe you mentioned to buy them under five, but i can't remember if that was the jan 100 or 110 or 120 series... if you own them, how many thirds...i wonder if we may have a spec blowoff... also, you seem to think the dow is more pootable than the nas...isint the dow more solid with a mix of companies, some that pay dividends ? hey, hockey season is coming !!!! won;t your teams from texas be defending their championships...<g> i hear the oakland seals may be a bit weak this year... ike

To: Knighty Tin who wrote (67303)	9/7/1999 2:50:00 PM
From: Joan Osland Graffius	Read Replies (2) \| Respond to of 132070

MB, Mexico is taking on water today. Must not be any buyers. <ggg> Joan

To: Knighty Tin who wrote (67303)	9/7/1999 3:12:00 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 132070

Mike, I just got back from Saratoga. I'm pleased to report that it was a gambling success as well as a needed vacation from the market and work. No major scores, but I covered dinners, drinks, and other entertainment. Wayne

To: Knighty Tin who wrote (67303)	9/7/1999 9:19:00 PM
From: Don Lloyd	Read Replies (2) \| Respond to of 132070

MB - DB 16:04 STUDY: 2 OR MORE SIGNIFICANT BLOWS TO THE HEAD CAN HARM TEENS' LONG TERM THINKING ABILITIES. Like Economics, this study faces the impossibility of creating a proper control group. A teenager that thinks about the long term generally wears a striped uniform of some variety and either lives in rent-free, gated-community government housing, in a muddy tent, or in a floating metal can. -g- Regards, Don

To: Knighty Tin who wrote (67303)	9/7/1999 10:34:00 PM
From: DJessen33	Read Replies (4) \| Respond to of 132070

Mike, I just read Fred Hickey's piece that Fleck included in today's rap. Man, talk about analysis! Is there better word than excellent? This guy gives me the itch to buy puts for the first time. The only thing I disagree with is that I think if that if nuclear winter set in, treasury bond yields would decline rather than rise. Fred says "Koskinen is trying to play down fears. But the whole world has to be persuaded that all's fine, since the U.S. is more dependent on foreign capital than it's been in its history. Some argue that foreigners, who already own a third of our Treasury debt, will shift even more money here due to having more confidence in the U.S.'s preparations for Y2K, than in their own countries. Money may flow into U.S. treasuries, but will it stay in non-government backed obligations and stocks given that much of the world believes the U.S. (Bubble.com) is a disaster waiting to happen? " I don't understand the non-government backed line of thinking. I also think that if as these fat high techs take the stock market down, the world markets and their currencys will go with them, at least initially. I think our bond market will flourish with the rush to the safety of the dollar. What do you think? DJessen33

To: Knighty Tin who wrote (67303)	9/8/1999 9:13:00 AM
From: Les H	Read Replies (4) \| Respond to of 132070

Commerce to change US growth calculations - WSJ NEW YORK, Sept 8 (Reuters) - The U.S. Commerce Department is to unveil on Wednesday changes in how it calculates economic growth, the Wall Street Journal reported in Wednesday's online edition. The paper said the department concludes that heavy business investment in computer software means American economic output has been even greater in the 1990s than previously estimated. Making changes to the way software purchases are treated could increase the official estimate of gross domestic product in 1996 by about $115 billion, or 1.5 percent, the paper reported, citing a publication by a unit of the Commerce Department. The Journal said government economists are also set to announce that they are sharply raising their estimate of productivity in the banking industry. These economists acknowledge that conventional benchmarks have not adequately recognised the effect of the financial revolution over the past two decades, the paper said. The Journal said officials will also describe a change in calculating household savings, which could mean that the official personal savings rate is actually positive. The Commerce had been reporting a negative savings rate, meaning Americans are spending more than they earn, in recent months. The paper said the three changes were part of a review of the way the government measures the economy, which is conducted every five years by the department's Bureau of Economic Analysis. >>>Guess he really wants to raise spending programs and >>>entitlements and will do anything to get there. >>>After this, they will probably revise the 'surplus' >>>higher for the next 15 years.

To: Knighty Tin who wrote (67303)	9/8/1999 11:20:00 AM
From: Merritt	Read Replies (1) \| Respond to of 132070

MB: Gotta love that MU...finally got above 80...bought some MUVN's a bit ago this AM.<g> Now I have to hope I have a <VBG> when I sell them.

To: Knighty Tin who wrote (67303)	9/8/1999 11:45:00 AM
From: Terry D	Read Replies (1) \| Respond to of 132070

MB - 64 Megabit DRAM prices rose $1.30 overnight in Taiwan to $12.95 nikkeibp.asiabiztech.com Your take? t d

To: Knighty Tin who wrote (67303)	9/8/1999 1:20:00 PM
From: Knighty Tin	Read Replies (3) \| Respond to of 132070

To All, My ISP has been down for two days, so I haven't been ignoring you. A couple of quick notes. Ligand is making a return to respectability. Another half point or so, and I may be tempted to punt the income holdings (long Ligand, short Jan 7 1/2 calls in the IRA. Short LGND puts in the non-Ira accounts). PC sales to final customers are not happening, which is why all the pc component stocks are roaring up in price. It is difficult to imagine, but we may be working a channel stuff even larger than last year and the year before. We do know that the retailers are not selling diddly squat while the OEMs have massively increased shipments (which they laughingly call "sales") to retailers. This should be golden time to buy puts on this crap, but we are going into Xmas Lies season, so I can't pound the table. I am loading up personally, but I can afford many "expires worthless" before the truth becomes obvious. If you cannot, you may want to wait until early December, though you run the risk of missing one of the greatest crashes in history if the herd discovers the truth earlier than usual. Best, MB