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

To: Don Lloyd who wrote (68785)	10/7/1999 1:15:00 PM
From: SeaViewer	Respond to of 132070

Don or MB: Do you know how much did AHP own last year? TIA.

To: Don Lloyd who wrote (68785)	10/7/1999 3:05:00 PM
From: Knighty Tin	Respond to of 132070

Don, I see no reason why a $3.61 per share should bother a company with earnings in the $1.75 area. After all, it is only 2 years of profits down the toilet. That deserves a huge growth premium, IMHO. Assuming that is the total hicky, which it may not be. This was a really nice put pick earlier this year on my part. I'm so smart that sometimes it scares me. <VBG>

To: Don Lloyd who wrote (68785)	10/7/1999 4:09:00 PM
From: Joan Osland Graffius	Read Replies (2) \| Respond to of 132070

MB, These CNBC folks are not living in the real world. They are now saying that after Y2K corporations will be buying hardware and software like crazy. IMO, any IMS manager worth his/her salt will freeze the systems for at least 3 months or even 6 months would be prudent. There will be some glitches and keeping these systems as stable as possible is going to be critical. It is really going to be interesting when Q1 2000 numbers come out. If they run up these stocks ahead of this I will be looking for puts. Joan