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

To: Knighty Tin who wrote (89554)	2/15/2001 8:55:49 PM
From: Tommaso	Read Replies (2) \| Respond to of 132070

I know that my bones will be found in the bottom of the Bear Den, or my freeze-dried hibernating carcase, but I don't think that outside of some energy stocks there is such a thing as a value-based investment right now. If you take the Yahoo search engine and look for energy (oil/gas) stocks with a P/E under 10 or under 5, you can find them. But everything else has got some degree of bubbly speculation built into it. Oh, I guess there are scattered exceptions--for example, the Israeli secuiry company (now gone international) MAGS. But not much.

To: Knighty Tin who wrote (89554)	2/16/2001 1:48:15 PM
From: Knighty Tin	Read Replies (5) \| Respond to of 132070

To All, Today I bought Lucent and Cell Genesis (CEGE) as first thirds for my IRA. LU is simply a vulture play. CEGE is a great little biotech. I have a bit of culture shock on this one as the last time I bought it it was in the low single digits. But they seem to be proving their research platform and the recent decline looks like an opportunity to start scaling back in. I consider LU a speculation and CEGE an aggressive growth issue. Widows and orfinks, beware! <g>