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

To: Knighty Tin who wrote (26005)	2/13/1998 2:40:00 PM
From: Al Serrao	Read Replies (1) \| Respond to of 132070

Mike, with the devaluations that have gone on in Asia there must be several emerging market debt funds that have had serious haircuts. Those who bought last time when Mexico devalued did very well while enjoying some very juicy yields. I've tried to find funds in this sector , but I've been unable to come up with any names that have experienced any real damage.. Got any ideas. Thanks.

To: Knighty Tin who wrote (26005)	2/13/1998 4:43:00 PM
From: geewiz	Read Replies (1) \| Respond to of 132070

Mike, Which bio-techs have the best management? By best management I mean which companies are best able to usher their product through the FDA maze in a timely and cost-efficient manner. I remember the fiasco last year when the dim-wits at Cephelon brought their patients with Lou Gehrigs'(?) to testify on the drugs' benefits! They were really cocky about it boasting that they bought a bunch of calls on their equity. If I remember, you were buying puts hey? Is there an opportunity in drug service testing companies? PPDI or CRLS?? As genetic drugs become more wide spread these companies should benefit from the quantity of testing and not have the exposure of a failure. Do you have an opinion on Michael Gianturco, the bio-tec columnist in Forbes? best, art