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

To: Knighty Tin who wrote (69584)	10/26/1999 6:09:00 PM
From: Amir Shalit	Read Replies (1) \| Respond to of 132070

Mike, I'm not sure at all that CPQ is cheap. I guess it's all relative. I felt that KO is attractive at 47 before I recalled shorting them at that level 2.5 years ago while eps and revenue didn't change. I realized that the only thing that changed is that the bubble got a lot bigger and 35 eps on KO looks good. CPQ is still trading at 2X '96 levels while growth is all but gone and they still face mounts of specific problems which are in the price and industry wide problems which are not in the price. Amir

To: Knighty Tin who wrote (69584)	10/26/1999 6:57:00 PM
From: re3	Read Replies (1) \| Respond to of 132070

siliconinvestor.com michael, do you know anything about this puppy ? oh, yeah, are you holding pakistan fund at this juncture /???

To: Knighty Tin who wrote (69584)	10/26/1999 8:43:00 PM
From: Yogizuna	Read Replies (1) \| Respond to of 132070

Mike, Hope I get out O.K. too! :^) If the stock does not respond well tomorrow, will probably write a year 2001 call, the 20 or 25. I always like to do that first before taking my losses like a man, whoops, I mean bear!! <g> We have a whole portfolio of beaten down stocks purchased near the lows, like RTNB, MAT, CPQ, OG, NGH, PBY, TLK, DIS, etc, etc. So we are either going to be in great shape someday, or the ride down "the tubes" will be a rough one! Yogi