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

To: Knighty Tin who wrote (75014)	2/2/2000 6:34:00 AM
From: valueminded	Read Replies (2) \| Respond to of 132070

Mike/Earlie It appears that the market is setting up for another AG & company rally. AG has telegraphed so well what he is going to do and that he is very market friendly that I expect another rocket shot in stocks on the rate rise. If market doesnt make new highs thurs &friday might be good to load up on some other puts. What do you recommend here ? TBH and TMX are up substantially since they were on your list ? you still like ? I am definitely warming up to RMBS & MU but awaiting the expected moonshot before I load up. On a different but similar subject, back to reserve addition. Apparently the 250 bill or so wasnt enough to satisfy demand so in order to hold rates artificially low, AG has to continue pumping money to the people who want to borrow it. My expectation: Rates will continue to rise.

To: Knighty Tin who wrote (75014)	2/2/2000 2:39:00 PM
From: Earlie	Read Replies (3) \| Respond to of 132070

MB: How does one order a rail car? (g) This whole thing is developing very interesting side issues as well. Intel has tried very diligently to shut down any leaks about production problems (at the very high end) but it still oozes out. AMD could do a great deal of damage if the Athlon chip production can be scaled sufficiently to provide a decent price cut. It wouldn't surprise me to see this occur, and it would be a fabulous bit of irony. I don't have the whole story yet as to what is going on at Intel, but I will shortly. I think my earlier post (re Intel's panicky efforts to make the Pentiums look as though they are competitive with the Athlon) have much to do with it. Best, Earlie