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

To: Knighty Tin who wrote (76552)	2/25/2000 12:24:00 PM
From: marcher	Read Replies (1) \| Respond to of 132070

Michael, would you be so kind as to comment on jnj stock...is the recent price attractive? tia --Marc

To: Knighty Tin who wrote (76552)	2/25/2000 1:26:00 PM
From: double-plus-good	Read Replies (2) \| Respond to of 132070

Michael, I'm wondering if you have any thoughts on PUMA. The earnings and sales reported yesterday...7MM in sales for the quarter with basically break-even results. I understand they are expecting quick growth due to the exploding hand-held and cellular internet appliance stuff. Market cap is now 2.3B. I suspect most of their software sales will be via OEM and that they may end up doing 100MM or more in yearly revenues within the next couple of years. I actually owned it when it was 2 per share and sold at 8. The best I can see its a 20 dollar stock. Premiums seem a bit rich. Is this one you would play with your 90/10 plan or are there not enough underlying faults besides the "disconnect" in valuation? ++

To: Knighty Tin who wrote (76552)	2/25/2000 2:03:00 PM
From: Freedom Fighter	Read Replies (3) \| Respond to of 132070

Mike, Are you doing anything with the QQQs? From what I understand virtually all net fund inflows related to pensions, IRAs, Keoghs, and 401Ks are moving into the growth and technology funds. Overall, the flow of funds is negative. Seems to me that in a handful of weeks the Nasdaq is toast. Liquidity will almost vanish. THis is not my style of investing, but obviously value has nothing to do with the performance of that index right now anyway. Wayne

To: Knighty Tin who wrote (76552)	2/25/2000 2:41:00 PM
From: Eggolas Moria	Read Replies (1) \| Respond to of 132070

MB -- any thoughts on ENE in your backyard?