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

To: Knighty Tin who wrote (80838)	5/18/2000 2:45:00 AM
From: S. maltophilia	Read Replies (1) \| Respond to of 132070

MB- Any thoughts about the credit quality of money market funds? Is there any good info online, analogous to SEC filings on the individual credits within a fund? Who the hell are all these asset securitization and credit card receivable outfits and why are they given top ratings by the various rating agencies? For instance, the MMF I was using until earlier this week included (picked at random to do a search on) Windmill Funding. This is the only substantial mention I could find: Structured Finance - Products - Asset Securitisation ABN AMRO is a leading global provider of structured asset securitisation products, allowing our clients to exploit off-balance sheet financing opportunities. Our expertise allows clients to de-leverage their balance sheet, gain alternative funding, and access commercial paper markets in the US and in Europe while remaining anonymous and avoiding the scrutiny of rating agencies. Our proprietary asset-backed commercial paper conduits, including our Tulip and Windmill programs, are structured to provide investors with debt protection and enable them to enjoy the highest ratings from Standard & Poor?s and Moody?s. Clients benefit from competitive funding rates and access to a broad investor base. ib.abnamro.com I switched to a treasury only fund. No point losing sleep over 70 bp.

To: Knighty Tin who wrote (80838)	5/18/2000 3:29:00 AM
From: Simba	Read Replies (1) \| Respond to of 132070

MB: What is your opinion on MSFT at the current price ? What total return will you expect from this company in the next 5 years from its current price ? Do you believe that they will be broken up as the govt. lawyers want ? Thanks. simba