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

To: Knighty Tin who wrote (26941)	3/24/1998 12:24:00 PM
From: The Perfect Hedge	Read Replies (1) \| Respond to of 132070

MB- CKR up 3+.I guess this move might be confirmation that the arbitrage is over?Your thoughts?GD

To: Knighty Tin who wrote (26941)	3/25/1998 9:57:00 AM
From: HB	Read Replies (1) \| Respond to of 132070

Mike and everyone, here's an interesting biotech link. Do you know anything about "Recombinant Capital", who put out this mag? signalsmag.com (Found this via a link from Henry N. on the Ligand thread.) The neuro articles may have some relevance to Neurogen... interesting background, in any case. This rally finds me out of PCYC (Pharmacyclics)... did you ever take a look at that one? Stock is continuing to act strong (what isn't, especially if I sold it?) and they are at a good stage (late preclinical trials). Have traded out of NRGN of and MCDE, but am back in. Still hanging onto Ligand, and will buy CEGE at 5 (if possible). I'd be interested in your opinion on Microcide (MCDE) as well... antimicrobials, earlier stage company perhaps than you usually like. The same could be perhaps said for ARIA (Ariad Pharmaceuticals), which manages a genomics lab for Hoechst/Marion Roussel; I will buy around 4 if it doesn't escape first. They also have a piece about Henry Niman's Ligand website... signalsmag.com As you can see, I've decided to become a bit more web-anonymous; I'm of two minds about this but decided, for reasons similar to MMV's I think, that I want a bit more privacy at least for awhile. Man, the open was scary.... I've raised lots of cash but I'm feeling like I ought to get out of everything in a few days.... maybe buy some more BEARX -g-. Cheers, Howard

To: Knighty Tin who wrote (26941)	3/25/1998 10:14:00 AM
From: Terry D	Read Replies (1) \| Respond to of 132070

mike - what do you make of the msft announce? 10% - does that warrant a press call, and not suspending trading during the call? it is not as if they are new at this. whole thing seems fishy - but what were they trying to accomplish - other than ramp the market one more time. td