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

To: Rob Fritz who wrote (89252)	2/6/2001 5:45:30 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Rob, I like all of your names assuming you haven't bet the ranch on them. KEA is one where I would either take a third off the table or sell a call on half the position. I like it longer term, but I think it only has a couple more points of upside this year. Exodus is a great first third under $20. It may go to $12, but it could also go to $30 before I could unblink my eyes. Safeguard Scientific has always been a favorite of mine and I am buying. But I am more worried this time than I have been the other five times I bought them low. The reason is that mgt. was totally fumblethumbed on CEGE. Everyone makes mistakes, but I wonder if one of this magnitude has eroded their confidence and the confidence of their financial backers. I am willing to vote no on those two questions at 5 and change. I think Bush is good for the old line gouger drug cos. I don't think he is good for the generic firms. That is one reason I took profits on a first third of Duramed. I still like it, but I fear a Prez who is beholden to the prescription drug industry. I simply don't follow Tosco, so I'll pass on this one.