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

To: sammaster who wrote (83124)	8/19/2000 11:11:21 AM
From: Knighty Tin	Read Replies (4) \| Respond to of 132070

Samir, I am thinking that reality has to catch up with Intel now that it's hedge fund has lost steam. That has been the only source of "good" earnings, which still sucked after being faked. Dell on any uptick. I hate Merrill totally, but I think it is best after the election. Ditto for the big banks, as the derivative scams cannot bankrupt them until somebody is elected. Gateway looks awfully vulnerable at it bloated price. And I think that jbl and snmn are layups. On the call side, I am looking at very fallen angels ICGE and CMGI. Admittedly, they were scams and suckers bought into them bigtime, but now they kind of look like discounted CEFs, and you know I love them. I am comparing their portfolios to the real discounted CEF, FND, to see how they compare. More will be reported in the future.