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

To: Knighty Tin who wrote (74246)	1/22/2000 12:39:00 AM
From: Bill F.	Read Replies (3) \| Respond to of 132070

mb-well big lou has had a lot of time to perfect his technique whereas carly girl has to hit the bricks running.hopefully she will run into a few(VBG).in any case,im going to give her some rope......

To: Knighty Tin who wrote (74246)	1/22/2000 10:19:00 AM
From: yard_man	Read Replies (2) \| Respond to of 132070

Opinion of ENE? They are late to the party for broadband services, IMO. The de-regulation of the electric markets is viewed as negative for many utilities --- I'm not so sure that these guys aren't going to make mistakes as well and look at how high the valuation is -- it is still a capital intensive biz -- increasing borrowing costs and carrying costs have to hurt. And the price of fuel is not going down right now ... I guess a lot turns on their competitive edge. I'm going to do some digging ...

To: Knighty Tin who wrote (74246)	1/22/2000 12:50:00 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 132070

MB, Do you know of an investment instrument that is heavily invested in European Government Bonds? I am holding DSI and was wondering if there is a more pure play on Bonds in Europe, other than owning them outright. I Have mixed feelings on going long the US Government Bonds at the moment. The CRB index is clearly going north and IMO this is not good for longs in the US Gov's (bills, notes or treasuries). Do you have any thoughts on this - other than "long the CRB". <ggg> Joan

To: Knighty Tin who wrote (74246)	1/22/2000 1:24:00 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 132070

MB, Do you have any "fair value" numbers for VASO, TGX and DRMD? Thanks for the advise on on the GZ's. They have been a game worth playing. Thanks in advance. Joan