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

To: Knighty Tin who wrote (84215)	10/14/2000 1:27:01 PM
From: Shane M	Read Replies (1) \| Respond to of 132070

Michael and all, Thanks for the comments bringing ALLR to my attention. Michael, was wondering if you follow MSFT and if you had a view long/short. Does the accounting there bother you? I'm long. I realize the position in OS is slowly eroding, but am willing to bet on the company at these levels. Shane

To: Knighty Tin who wrote (84215)	10/14/2000 6:41:06 PM
From: Spekulatius	Read Replies (1) \| Respond to of 132070

Biocrystal has been around forever and this blowup isn't the first one. Flu drugs are messy, as stockholders of Aviron and Vectorpharm can tell.I do not think that they had much choice than to confess.Even at the depressed price,this may not be a good deal. Never buy a biotech with weak management. Never!

To: Knighty Tin who wrote (84215)	10/14/2000 6:49:23 PM
From: ild	Read Replies (1) \| Respond to of 132070

Michael, Do you agree with Fred Hickey that INTC will have to provide significantly lower guidance for Q4? I think this can be seen from the fact that AMD, which is taking market share from INTC, has not met the top line numbers. That means that the price war is in full swing already. AMD stock price already reflects that. What is the fair value of INTC.

To: Knighty Tin who wrote (84215)	10/14/2000 7:04:29 PM
From: Spekulatius	Read Replies (1) \| Respond to of 132070

The market downturn has deflated many good companies to a bargain level again. I love the biotechs and think that they might appreciate when the wreckage is over. I bought back VASO and SANG and bought INCY and DRMD for the first time. DRMD looks very cheap at a bit more than 5$. Even though they get only 20% from the Cenestin earnings, they were able make a turnaround last quarter. The real dough will kick in when Solvay has recouped its launch costs and 80% will go to DRMD.