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

To: Knighty Tin who wrote (75266)	2/5/2000 12:49:00 PM
From: epicure	Read Replies (1) \| Respond to of 132070

I had a bit of a problem with healthcentralrx- They were VERY hard to get a hold of. My invoice with the merchandise did not show my coupon- they SAY they'll get back to you within 2 business days but it took them a week to get back to me. Allegedly everything is fine- but since they haven't put the charge through on my card yet (Jan 19 invoice date too!) I have no way to verify. I don't think I'll deal with them again.

To: Knighty Tin who wrote (75266)	2/5/2000 7:17:00 PM
From: Knighty Tin	Respond to of 132070

To All, Barron's review. Fair issue. 1. Abelson whips up on the bond vigilantes, who are joining the herd at what he considers exactly the wrong moment. And a good bit of musings about more supply than demand in the equity market this year. 2. Jacqueline Doherty is the first to pound on Amazon with her bit about their Orwellian spin of their disastrous numbers. 3. A piece on brokers raising margin requirements because the Fed is afraid to do so. 4. A slam dunk on Perfect 10 Software. 5. Jimmy Ling is back. Arghhh! 6. A piece on bonds which is pretty lame except that they recommend closed end funds. Duh. <g> 7. The best fund families are rated for 1, 5 and 10 years. I usually ignore the 1 year as I ignore the genius of people who win the lottery. 5 year, Strong is the best, my old firms, Van Kampen and Waddell finish 7 and 11 out of 68 and Minnesota days buddy Gene Sit took his funds to #2. Way to kick buttocks, Gene. I promise to always keep the "h" out of the second letter of your name from now on. Just odd that Gene doesn't have diddly squat for assets. Indexer Vanguard ranks a lowly #42. For 10 years, AIM rates the highest. Arghh, I have always considered their equity style dumber than a red brick. <g> However, they are great bond managers with old Waddell pal, Bob Alley, doing a terrific job for them. IDS rated #3, and they are run by my former boss at The St. Paul, Pete Anderson. Waddell ranks #4 and for some reason, Van Kampen isn't on the list at all. Again, indexer Vanguard ranks near the bottom, 18 out of 22. 8. An interview with a couple of guys who buy what went up yesterday and extrapolate that to the future. 9. Mark Veverka talks about praises for Amazon in his headline, then does a hatchet job on them in the text. I think it works for all readers. Amazon bulls won't have their nannies read beyond the headlines and bears will read the dirt behind the headline. <g> 10. Another good letter besides my gem. Joe Canepa takes apart the Compaq recommendation in the same Plugged In column I had a laugh at. Good bit. 11. Andy Bary does his usual excellent research and notes several of the accounting scams that back Internet "earnings." Hard to believe, but several of these cos. report different eps in their headline numbers than what they report to the govt. for tax purposes. When did these goofs achieve the two sets of books status of insurance cos.? Andy quotes Buffett: "If options are not a form of compensation, then what are they? If compensation isn't an expense, what is it? And if expenses should not go into the calculation of go into the calculation of earnings, where in the world should they go?" <G> Or, as Andy puts it, these cos. state that there is an accounting rule, but we are going to pretend that it doesn't exist.