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

To: Knighty Tin who wrote (80720)	5/16/2000 12:21:00 PM
From: valueminded	Read Replies (2) \| Respond to of 132070

Mike: Are you buying puts on the rally today ? I am considering XLK puts, dell and possibly gateway. I find it interesting that financials are rallying in light of an imminent rate hike. So XLF is on my short/put list. Hard to borrow however. Appreciate your thoughts. Thanks

To: Knighty Tin who wrote (80720)	5/18/2000 12:57:00 AM
From: John Pitera	Read Replies (1) \| Respond to of 132070

Hi Michael, I was looking at TIE as a value play in late 98 in part because there was a lot of insider buying that was attracting me. I did not do anything and am lucky as it's lower now.. I see that TIE has had 22% lower sales and has has announced the Deferral of Preferred Stock Dividends on April 25th. Is this company cash flow positive and what is the trend of cash flow over the past year. Are you viewing this as a liquidation asset play? I see some insider selling this year at 4 and change, biz.yahoo.com It looks like it's selling for a third of book with 32 % debt. many thanks, John