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

To: Joan Osland Graffius who wrote (24083)	10/26/1997 8:32:00 PM
From: GuinnessGuy	Read Replies (1) \| Respond to of 132070

Joan, You're asking the wrong person-:( I don't know yet whether this drubbing is just a shot across the ole bow or the real thing in terms of a tech crash. I know that I let all of my puts expire last Friday without picking up any more and do I regret it!!! Take a look at SMOD and SFAM -- two of my largest holdings and you'll think twice before asking for my opinion again.-g- You might want to check on Jay Harris's analysis of things mainly on the IPEC thread. On the other hand just go over to his profile and start reading his recent notes. He seems to have done a pretty thorough job of thinking things through. The one thing that I think is a key to the puzzle is whether or not Intel is going to initiate NET equipment pushouts with their latest announcement or if the equipment that was scheduled for the Texas plant is in fact being diverted to the Israel plant. I do know that Compaq has asked Intel to rev up their output of classic pentiums ASAP. The profile URL for Mr. J. Harris is: exchange2000.com He starts his warnings in reply#382 in the IPEC thread and elaborates in other posts including some in the Cymer thread, however you can find them all much easier on his profile page. Here's something about market share in the PC biz which may interest some: Worldwide third-quarter computer sales biz.yahoo.com Now, what would really be nice would be to have these same tables for the second quarter's market share data. Anybody got it??? TIA. Regards...Craig

To: Joan Osland Graffius who wrote (24083)	10/28/1997 4:01:00 PM
From: Bipin Prasad	Respond to of 132070

Hi Joan, I need your help for a broker. Could you send me some info about the broker who charges discount fees? I know you've been with them for so long, you get special deal from them. If you send me email before wed evening, I can check it. If not, I'll be able pick the mail by this weekend because I'm moving this thr and fri. TIA! New one's about 40 mins away from your house. BTW, I found one nice seafood chinese restaurant in Dinky Town near the U. It's called "Swang Chung(?)" which means "Twin Cities". Have you ever been there? Let's go there one day if you care for seafood. regards, BPP(Bipin's partner)