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

To: Knighty Tin who wrote (88183)	1/9/2001 6:32:47 PM
From: ild	Read Replies (1) \| Respond to of 132070

What time span are you looking for with poots? Care to disclose your favorites? It's always fun to get MB's contract for better price. -g-

To: Knighty Tin who wrote (88183)	1/9/2001 10:27:44 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

why buy calls until people get desperate to sell. Seems like all there is now is an absense of buyers -- won't a true panic be a better oppty to play a bounce? Just thinking out loud ... Puts on financials look good, but what will give you the most bang for the greenback -- seems collective wisdom is that the big "money center" banks are the most overvalued, but what about some of the regionals?

To: Knighty Tin who wrote (88183)	1/9/2001 11:50:37 PM
From: mishedlo	Read Replies (1) \| Respond to of 132070

Get ready to laugh. www2.marketwatch.com Merrill's Net stocks battered in 2000 By Carl Corry, CBS.MarketWatch.com Last Update: 9:01 AM ET Jan 8, 2001 NEW YORK (CBS.MW) -- Out of the 107 Internet stocks covered by Merrill Lynch in 2000, only one of them, Research in Motion, finished the year higher. The second best performer, Bottomline Technologies, fell 28 percent. That's right, the second best performer ended on a down note. "We'd like to highlight some positives, but there weren't any," Henry Blodget, the Merrill Net analyst, wrote in research report to clients. Research in Motion (RIMM: news, msgs) , the maker of the popular Blackberry hand-held computer devices, rose 75 percent in 2000. Bottomline Technologies (EPAY: news, msgs) makes online bill-payment software. Seven of the stocks covered by Merrill (MER: news, msgs) plunged a breathtaking 99 percent or more, while 35 of them lost 95 percent or more of their value. One hundred stocks covered by the investment firm, or 93 percent of them, dropped 50 percent or more. And the investment firms isn't counting on things to get better any time soon, either. Blodget said investors should expect companies to report weak fourth-quarter results. "The advertising, e-commerce, and infrastructure sectors are still working through the effects of revenue leverage caused by the dot-com bubble ..." he wrote. "We expect this 'hangover' to last at least into the second quarter of 2001. The good news, he said, is that stock valuations in the Net sector are now attractive for the first time in years. "For the leading stocks, the risk-reward for long-term investment looks good," he said. "We expect advertising to resuscitate in the second half of the year, and e-commerce to show steady growth. Once the economy stabilizes, strong demand for Internet infrastructure technology -- especially wireless and broadband -- should return."

To: Knighty Tin who wrote (88183)	1/10/2001 11:37:42 AM
From: tom r. phillips	Read Replies (1) \| Respond to of 132070

Michael -- what's your view of ALLR at this point? earnings report on the 24th. Tom

To: Knighty Tin who wrote (88183)	1/10/2001 1:26:42 PM
From: tom r. phillips	Read Replies (1) \| Respond to of 132070

Michael (and other put players) -- are home-builders such as high-flying LEN, which was touted on CNBC this morning, prospects for puts? tom

To: Knighty Tin who wrote (88183)	1/10/2001 7:43:01 PM
From: JHP	Read Replies (1) \| Respond to of 132070

Mike in todays WSJ page c1 long article but this is the Question???? tia john To: Mucho Maas who wrote (56001) From: Khalil Ayoub Wednesday, Jan 10, 2001 12:33 PM ET Reply # of 56552 <<FleetBoston Plays 'Good Bank/Bad Bank,' Dumps $1.35 Billion in Troubled Loans>> To buy the loans, Patriarch created Ark CLO 2000-1 Ltd., a type of fund known as a "collateralized debt obligation." CDOs raise money by issuing bonds and equity to their investors and investing the money in junk bonds and loans of other companies. Ark CLO raised $1 billion by issuing securities with a face value of $1.3 billion to fund the purchase of the loans and structure the fund. The fund issued $925 million of triple-A-rated bonds, $75.75 million of single-A-rated bonds, $275 million of bonds with no public rating (which were given to FleetBoston), and equity of $35.5 million. How the **** can you get a AAA rating on a bunch of bad loans????

To: Knighty Tin who wrote (88183)	1/10/2001 9:38:00 PM
From: wiz	Read Replies (1) \| Respond to of 132070

Mike Being as I have never really seen a bear market unfold.(started investing in 87).. how might this all play out.. what are the steps? Todays rally was without the financials(at least when I left for work). You mentioned in a previous post that the financials would suffer from credit quality problems, and the wealth domino effect. I guess I can grasp that..lol So how long until easy Als efforts make a difference? You're not buying any long calls on tech here? What "dow crap" are you buying puts on? Lots of questions huh? This market was easier to understand when 30 cent book value stocks with negative earnings were selling for 200 bucks a share....lol BTW.. as a blast from the past, a stock Leo Francis turned me on to, LEIX, just got bought out on me this week.. jumped from 3 to 8 overnight. I wonder what ole Steve, an Leo are up to..lol wizzz