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

To: Knighty Tin who wrote (84388)	10/18/2000 12:17:39 PM
From: ild	Read Replies (1) \| Respond to of 132070

MB, What would be your advice on capital preservation? I assume falling $ and inflation. Cash, CD, Tres, Bonds, Foreign debt? I use to have DSI, now just cash. Thanx, ild

To: Knighty Tin who wrote (84388)	10/18/2000 3:37:02 PM
From: re3	Read Replies (1) \| Respond to of 132070

Mike can you update me(us) on : vaso, drmd, lgnd, CRA ? thx

To: Knighty Tin who wrote (84388)	10/18/2000 4:31:45 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 132070

MB, Re: CNBS. This morning during the opening sell off they were begging J6P to not panic. <ggg> Joan

To: Knighty Tin who wrote (84388)	10/18/2000 8:49:42 PM
From: Terry Maloney	Read Replies (3) \| Respond to of 132070

Michael, do you have any thoughts on the V-like nature of these recent plunge/recoveries? They seem awfully suspicious to an awful lot of people. Someone on the clown thread pointed out that on Friday they ramped the 'duck 8% over the day, today it only took an hour ... Are the boyz that BGR doesn't believe in just getting careless, or might the exceedingly violent and consequently increasingly transparent nature of their latest interventions be an indication that their super-duper derivative computers are getting ready to gag up a furball? (How's that for a really bad metaphor? <g>)

To: Knighty Tin who wrote (84388)	10/18/2000 10:59:52 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 132070

Hi Mike: Here is a great example of the DD analyst due in their research. Message 14613774 Now if this guy would just change his rating of SSTI. Speaking of which Mike are there any semi stocks you like at this level? With all the analyst downgrades maybe its time to start nibbling. Tim

To: Knighty Tin who wrote (84388)	10/19/2000 4:27:21 PM
From: Don Lloyd	Respond to of 132070

MB - DB 15:14 AIR LINES PILOTS ASSOCIATION BOARD VOTES TO WORK TOWARDS UNITING ALL PILOTS UNDER ONE UNION. Air Transport Association works to unite all ALPA board members under one bus. Regards, Don

To: Knighty Tin who wrote (84388)	10/20/2000 9:54:10 AM
From: Yogizuna	Read Replies (2) \| Respond to of 132070

Mike, I finally got a new buy signal on the Germany Fund! You remember how great my last one was don't you? <grin> Sour Kraut Yogi

To: Knighty Tin who wrote (84388)	10/20/2000 10:58:41 AM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

MB - DB 10:11 ZEBRA DOWNGRADED TO NEUTRAL FROM BUY AT BEAR STEARNS. A real zoo. -g- Regards, Don

To: Knighty Tin who wrote (84388)	10/20/2000 11:43:41 AM
From: Bill/WA	Read Replies (1) \| Respond to of 132070

Michael, Options question: I've been a long-time holder of ERICY. Figured it was going to tank along with the rest of telecom so I sold CCalls and bought Puts with the proceeds. Worked out great (esp. today). However, when I bought this combo (not one without the other) the brokerage house told me I had to buy at market, is that common?? TIA, Bill/WA

To: Knighty Tin who wrote (84388)	10/20/2000 1:17:10 PM
From: BSGrinder	Read Replies (1) \| Respond to of 132070

Michael, Sanmina is approaching record highs again. Do you still consider them a top put candidate? Are you determined to wait until after the election to buy any more puts? Thanks, /Kit

To: Knighty Tin who wrote (84388)	10/20/2000 1:30:12 PM
From: re3	Read Replies (2) \| Respond to of 132070

messages.yahoo.com

To: Knighty Tin who wrote (84388)	10/20/2000 10:16:59 PM
From: Thomas M.	Read Replies (2) \| Respond to of 132070

sfgate.com

To: Knighty Tin who wrote (84388)	10/21/2000 10:42:24 AM
From: Tommaso	Read Replies (2) \| Respond to of 132070

MB, I expect you have a dozen questions already to reply to, but here's another. I have been posting about this (as have others) on the Strictly Drilling thread (oil). Look at this: quote.yahoo.com According to Yahoo, OXY's P/E is 4.11. A doubling of the price would put the P/E at about 8, assuming no earnings increase at all--and at 12 assuming a considerable decline in earnings. The LEAP calls (2002) for OXY at 30 are selling at less than 1. If this $20 stock could get to forty . . . (make up the rest of the story, folks).