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

To: Knighty Tin who wrote (82149)	7/6/2000 12:45:51 PM
From: Rob Fritz	Read Replies (1) \| Respond to of 132070

Mike, what do you think of BMCS and CA at these levels? Thanks. Rob

To: Knighty Tin who wrote (82149)	7/6/2000 4:19:27 PM
From: Sanjay Mazumdar	Read Replies (1) \| Respond to of 132070

MB, I have a couple of questions on your comments here. I like Allaire a lot. I think it is a better valuation and Spectra is a better product than Storyserver. In the short run VIGN may do just as well since they have a larger installed base. I have never bought and sold options. I have done some reading over the years on options and would like to start using them. Could you explain a little bit more on how you plan to execute your strategy on say VIGN or VERT. I understand the covered call strategy on VIGN where I can buy the stock at 48 and sell a covered call at $11.00. If you are buying far out of the money puts on VIGN for December then obviously you are bearish on VIGN. Is my reasoning correct. Also since you know about ALLR and VIGN what do you think of BVSN. Are they a gorilla or are they vulnerable? If you are bullish on BEAS now and as you mentioned once earlier that you like TIBX what do you think of CWLD and Vitria.