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

To: cardcounter who wrote (83630)	9/17/2000 11:31:49 PM
From: Spekulatius	Respond to of 132070

F is has the best management of the big automobile companies and is a good value. The tire scandal may be a good opportunity to pick some shares for a quick bounce at 24$. LU is dead meat and I wouldn't touch it before the stock reaches the low 20's and I see some changes with the management.

To: cardcounter who wrote (83630)	9/18/2000 11:13:02 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

cc, I think Ford may be o.k. with a money market style yield and a good product line when you count Jaguar and the new T-Bird. Aston Martin's are still all show and no go, despite Ford's attempt to up the quality. Just ain't gonna happen there. Lucent is a company that is still paying for its past financial engineering and I don't think we've seen the end of that problem yet. I am still doing bearish spreads on them, so I can't recommend a buy here. Qcom may be dying. Msft will obviously be a factor again, though if its pe ratio ever equals its current growth, we may have another 50% of downside. And the growth seems to be heading further south.