Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Knighty Tin who wrote (24517)	11/6/1997 7:38:00 PM
From: spiny norman	Respond to of 132070

Hi Mike, I was curious if you were still in the process of checking out MapInfo (Nasdaq: MAPS) or were taking a pass since they don't have listed options. (The earnings came out today, and for a change, there were some <g>) Also, re potential shorts, do you think its way too early to be looking at oil field services and drillers. (ie Schlumberger, Halliburton, FGII, EVI and the like.) I remember the early 80's, and when I saw SLB recently sporting a PE of 37, I got to thinking maybe its gonna be deja vu all over again. Since you reside in Houston, I figure you're the expert about such matters. Also, I know that when it comes to crude, you're the man! <g> regards, spiny.

To: Knighty Tin who wrote (24517)	11/6/1997 9:16:00 PM
From: Cynic 2005	Respond to of 132070

Mike, I am glad you are back. I think BPP is right, you are too cheap. Get yourself a new computer. After all that's what Intel wants! -g- BTW, you can thank my bird for that last Monday's 550 point drop. -g- Did I hear you mention 1929? The local library doesn't have any books on the crash of 1929, they are all at my home. -g- -Mohan

To: Knighty Tin who wrote (24517)	11/6/1997 10:23:00 PM
From: Sonny Blue	Respond to of 132070

Mike, ASND will probably bottom out after Thanksgiving, after all the year-end tax loss selling is done. That's when I hope to jump back in at lower price! Sonny PS: Consider to trade in your Compaq and buy a Micron PC? -g-

To: Knighty Tin who wrote (24517)	11/7/1997 11:41:00 AM
From: yard_man	Respond to of 132070

Thanks, I got 1/3 at 27 1/2. I think I'll wait, too. Maybe some calls when it goes to 20?

To: Knighty Tin who wrote (24517)	11/7/1997 1:32:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 132070

exchange2000.com Do I have a handle on reality? Tom

To: Knighty Tin who wrote (24517)	11/10/1997 4:54:00 PM
From: Mike M2	Respond to of 132070

Mike, next time buy a Packard Bell then you won't be upset when it craps out-g- I received a list of speakers at the Contrary Opinion Forum the speakers were Jim Fraser,Ian McCavity,Fred Hickey, Eric Miller, Paul Stephens,John Bogle, Steve Leuthold,Raymond DeVoe, Evelyn Browning Garriss, Ken Safian. Fraser does not offer written transcripts but they do offer 8 different tapes for $20 each. (802) 658-0322 Mike

To: Knighty Tin who wrote (24517)	11/11/1997 2:23:00 PM
From: bob s	Respond to of 132070

MB If you ever return I'd like your thoughts on QMTM in the high 20's. It seems like the only DD company that so far hasn't ANNOUNCED that their business is under intense pricing pressure yet obviously they must be having some problems. I know you are down on WDC and you've been rite but can I make a good case for QNTM at these prices?? Thanks in advance!! Bob

To: Knighty Tin who wrote (24517)	11/13/1997 9:33:00 AM
From: peter n matzke	Read Replies (1) \| Respond to of 132070

Hi Michael: if the markets continue to deteriorate both in the US and Asia, might we see a significant decline in international banking stocks like CCI,CMB etc. i am thinking of this as a long term short 2-3 yrs. if so, which do you think will be hurt most? thanks peter

To: Knighty Tin who wrote (24517)	11/14/1997 9:24:00 AM
From: Sam Citron	Respond to of 132070

MB, Curious whether your recent computer problems have impacted your ability to effectively manage investments? SC

To: Knighty Tin who wrote (24517)	11/18/1997 6:19:00 AM
From: Pierre-X	Read Replies (1) \| Respond to of 132070

Re: HDD sector Hello Michael, I'd love to get your thoughts on the HDD sector in light of recent new information such as Fujitsu's battle for market share wielding Japan's favoured weapon -- low prices. Also Samsung girding themselves to enter the fray with a $1bb investment in their HDD operations, and recently qualified RDRT to supply 2.1G/p MR heads ... What do your gremlins tell you? <g> PX