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

To: pater tenebrarum who wrote (71714)	12/10/1999 11:30:00 AM
From: Alohal	Read Replies (2) \| Respond to of 132070

Yes, Tice disclosed that he had no position, (notice he didn't say whether any of his "agents" might have been short), and Clinton didn't inhale, Nixon wasn't a crook, etc etc. I was a bit disturbed that you intimated that because TYC is a company registered in Bermuda that they are somehow to be regarded with suspicion. A bit ethnocentric don't you think? Cheers Alohal

To: pater tenebrarum who wrote (71714)	12/10/1999 1:26:00 PM
From: Mike M2	Read Replies (1) \| Respond to of 132070

Heinz, of course when the bulls talk their positions on CNBS, WSJ Rookface its business as usual and the SEC does nothing as long as you are part of the establishment. What about Vinik recommending MU on WSW? or whatever forum it was only to be a big seller within days. So Fido shells out $10 million as i recall Big deal! all part of the cost of doing business. Mike

To: pater tenebrarum who wrote (71714)	12/14/1999 8:24:00 AM
From: Earlie	Read Replies (1) \| Respond to of 132070

Heinz/Alohal: Tice is a personal friend of mine so I will own up right up front that my view may be biased. I get a chance to read a great deal of research, most of which isn't worth the paper it is written on and much of which is outright baloney. I've also gone head to head with many N.Y. based analysts (on fundamentals) and had the delightful experience of seeing them fired when their nonsense was finally recognized by the markets and their GIGO prognostications turned to dirt. David's research work has always been a cut above but his recent material has been exemplary. By way of example, his step-by-step gutting of IBM's accounting should turn out to be a text book classic. David may be suffering at the hands of the "greater fools" out there, but not because of the quality of his research. Another point: Few drive their cars on today's busy highways without insurance, nor own houses without same. Insurance is a form of risk management. Many astute (as opposed to crazed) investors acquire positions in short of bear funds to offset some of the obvious, massive risk associated with participation in this tulip. In the end, participation in David's funds will prove more prudent than "foolish". Best, Earlie