SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Bill F. who wrote (74071)1/19/2000 9:32:00 PM
From: Earlie  Read Replies (1) | Respond to of 132070
 
Bill:

You have to admit that the pudgy guy is the grand master of managing expectations and the exulted imperial poohbah of accounting sleight-of-hand.
How long do you think it takes before the combination of rising debt and rising rates cuts off the buy-backs? The debt rating boys have got to be watching this pump-up.

Best, Earlie



To: Bill F. who wrote (74071)1/20/2000 9:57:00 AM
From: Knighty Tin  Read Replies (4) | Respond to of 132070
 
Bill, What amazes me is all of the analysts who don't read the financials. We knew that Niles doesn't read the financials since our Three Amigos, Gretchen Morgenson and Earlie forced him to admit it in the NY Times last year. (Actually, discerning readers had known for a long time that he either didn't read the statements or didn't know how to interpret them) But I really thought some of the others did sort of give them a glance. <g>



To: Bill F. who wrote (74071)1/21/2000 8:36:00 PM
From: Knighty Tin  Read Replies (3) | Respond to of 132070
 
Bill, I enjoyed the bit in the Rap tonight about Lucent's fantasy accounting. But one point we all have to remember: The new CEO of Hewlett was hired because she had studied "managing eps" while at Lucent. So, their report should be chock full o' nuts next month. <g>