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

To: Knighty Tin who wrote (79250)	4/10/2000 1:34:00 PM
From: IceShark	Read Replies (1) \| Respond to of 132070

Mike, analysts are harping on all the semis. My best guess target for POS specific analyst recos are smoke in the future equity offerings but for the here and now is currying favor from Fido, TXN, INTC and other big holders so they can clear out some inventory above 110 bucks.

To: Knighty Tin who wrote (79250)	4/10/2000 5:49:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 132070

mike and all: they have raised the requirement to eliminate mortgage insurance from 20% to 25%. why? they KNOW they are jeopardizing the system w/ the low quality loans and think a boost to 25% will be enough to protect the system. let's see... 1. lend to folks who can't afford something. 2. take more money from them (5-10% more) so they can insure the mortgage company against the dumb loans the company makes. 2.5 pay more b/c you can't afford the original amount... 3. all is well in wonderland.