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

To: Knighty Tin who wrote (73776)	1/15/2000 4:25:00 PM
From: re3	Read Replies (1) \| Respond to of 132070

i don't know if barrons lists it but united corporations discount to nav is over 40 %. i don't recall seeing any discount so high... how bad could there portfolio be to warrant this ? maybe i better not 'go there' canadian generals discount is 30 %...this also has never been higher since i started following it.

To: Knighty Tin who wrote (73776)	1/15/2000 5:45:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 132070

Hi Mike: On your items 2, 3 & 4 regarding INTC's earnings. Remember this is similar to Coke selling off bottlers and running the gains thru its operating earings. Everyone knew about it and as long as the company keep hitting its "growth" targets the stock went up. It took a long time to catch up with the company's stock price. Just something to keep in mind with this market and time limited puts. Now on a bright side the semi sector is over extended (but as we've seen it can become more over extended). Have a good weekend. Tim

To: Knighty Tin who wrote (73776)	1/16/2000 9:34:00 AM
From: Cynic 2005	Read Replies (2) \| Respond to of 132070

Now, they don't even need to buy for the letter (unless of course they want to make aposter out of Abby Jo's photo! -g-) ------------------ Ding-Dong Market To the Editor An old Wall Street adage says they never ring a bell at the start of a bear market, but I could have sworn I heard ringing as I read Sarah Landis' article ("Marginal Help," January 10). May Mallouh, a banker in equity capital markets, needed several hundred thousand dollars (gong) for the 20% down payment on her home, but she didn't have any cash (gong). She opted for a mortgage that allows her to use her stock portfolio (gong) as collateral in lieu of a down payment. "In this market (gong) you can easily earn 20% per year and your money is growing faster (gong) than it would as a down payment," says Mallouh. "Even in a down market (gong) you can earn 8%10%," which, she observes (gong) is higher than today's mortgage rates. And to think I remember when a down market meant you lost money. GARY M. KELLY Ransom, Illinois