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

To: Knighty Tin who wrote (75792)	2/13/2000 11:58:00 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

To All, I misspoke on Gifts.Com. Their default shipping is the most expensive on the list. I was able to find ground shipping for $4.95, which does make the $15 coupon a good deal.

To: Knighty Tin who wrote (75792)	2/13/2000 1:40:00 PM
From: double-plus-good	Read Replies (2) \| Respond to of 132070

Michael, thanks for the reply. I've never paired off options, nor sold them. I like the idea of such a synthetic long though this market is begging the question of how cheap can cheap get. I expect to hold off a bit longer on my value picks with such trades as they seem hell bent on becoming ever more inexpensive. How about your views on the macro side of the energy stocks. How badly can demand be hurt by a collapse in the few stocks that are still ascending? I would take it that your buying UCL indicates that you think the market has well overshot the mark, if in fact it is pricing such a possibility into the stocks. Luc, for one, is incessant with his insistence that oil will fall hard from here and the stocks are simply discounting that. Besides the obvious fact that Luc is nearly always wrong, I am not convinced that Nat gas fundamentals fit the oil model. Lots of drilling and new discoveries, but still less than before and into the face of a ramping number and kind of uses. I suppose lots of empty office space and the closure of bricks by clicks could conserve energy, as would the possible demise of the speculative species -- day trader. With stocks like BR and EOg trading to fresh 52 week lows I am looking for some more convincing evidence that my view of the fundamentals is off base. ++good