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


To: yard_man who wrote (25437)1/20/1998 2:23:00 PM
From: Earlie  Read Replies (1) | Respond to of 132070
 
Barry:
ROFLMAO.
Thanks for the url on this one, which should be saved as a "classic".
Looks like some of the more exuberant types have great expectations for IBM's numbers tonight. I wonder if Louis will deliver anything more than the normal "flat revenues, lower tax rates, marginally higher earnings, big stock buy-backs, bloated add-on debt and much lower shareholder equity"? If he does, it will be interesting to see where it is coming from. More "service" contracts to replace that higher margin software, hardware, maintenance revenues of old? (g)

Can't find any direct cause for today's run-up. Will spend some more time looking. Trigger finger is quivering, but patience is a virtue (g)
Best, Earlie



To: yard_man who wrote (25437)1/21/1998 4:18:00 PM
From: James F. Hopkins  Read Replies (2) | Respond to of 132070
 
Hi Barry; did you see that guys picks for Sept..he picked 3
shorts in a contest and hit them all..no one else came close.
Just about every one else was going long, except for one hedger
who had 2 shorts 3 longs. But this guy was bold limited his picks
to 3 all short..he talks over my head about waves but might know
somthing.
Jim