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

To: Knighty Tin who wrote (73974)	1/18/2000 10:37:00 PM
From: BxK	Read Replies (1) \| Respond to of 132070

Mike, greetings to you and all the good folks on this thread. I've been lurking here for 2+ years. Your wise counsel has had a major impact on my investment strategy. I've often done well with technology stocks picks, especially software. (I'm a computer programmer). But where I've fallen down (besides often being too early) is risk management. So with what I've learned from your posts and a little more discipline, perhaps I can hold on to the gains I often easily make but, in the past, have always let slip through my fingers. Can you offer an opinion on what I consider a value software play, RWAV, with offerings in B2B, Java, e-commerce, C++ components etc.? Price to sales is only 2x. I'm in at $9 for 3 years - a rare display of patience for me. <g> I hope this can become an ANCR-like rise from the ashes (hated by all but a few brave souls) but no red ink here and $3 per share cash. Apparently Michael Murphy has a buy rec. out on this. Makes me very nervous, even though he occasionally picks a winner (maybe 1 out of 10). For my more detailed thoughts follow the links in link below: Message 12606781 Best regards, BxK

To: Knighty Tin who wrote (73974)	1/19/2000 1:40:00 AM
From: Simba	Read Replies (2) \| Respond to of 132070

Mike: Internet mania in full steam in Japan: Yahoo goes for 100 Million Yen, a japanese stock record. cnnfn.com Simba

To: Knighty Tin who wrote (73974)	1/19/2000 7:26:00 AM
From: valueminded	Read Replies (1) \| Respond to of 132070

Mike: I love it when a large percentage of "HiTech" income growth comes from investment stock gains. When operating earnings stagnate, (even with "massive buybacks") it would seem that the end is near. Course AG will bailout any calamaties equity holders have so I am not ready to increase bond holdings yet. Getting mighty tempting with some of the closed end funds however. Different note. I have shed some of my biotech holdings. Still holding GZTR and DRMD and I am looking to add new positions. Are there any you would buy at their current price or would you wait ? You mentioned VASO and HQH (or was it HQL). Also, are you familiar with TGX (theragenics) if so, what do you think of them. thanks

To: Knighty Tin who wrote (73974)	1/19/2000 10:27:00 AM
From: Les H	Read Replies (1) \| Respond to of 132070

While looking at AllAdvantage which you suggested yesterday, it looks like DSL service will be free also. freedsl.com starts service in April.

To: Knighty Tin who wrote (73974)	1/19/2000 11:17:00 AM
From: yard_man	Read Replies (1) \| Respond to of 132070

OK for INTC, but not for SOFT -- >>REDMOND, Wash.--Shares of Microsoft fell as much as 5.7 percent after sales to businesses were lower than expected and the company said investment gains helped bolster its fiscal second-quarter profit. << Schizo market!!

To: Knighty Tin who wrote (73974)	1/19/2000 11:52:00 AM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

To All, Cheapskate Double Dip Alert. HealthShop.com has another coupon, psych15, that gives you $15 off a $15 order. Even better, if you get an odd number like $14.73, as I did, you don't have to add an item. It will take off $14.73. However, you do have to pay $3.95 for shipping. They have some oddball brands, but I can vouch for just about anything by "Kiss My Face," "Jason," and "Toms of Maine."