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


To: Knighty Tin who wrote (27925)5/3/1998 6:05:00 PM
From: Gerald F Bunch  Read Replies (1) | Respond to of 132070
 
Hello MB

This poster presents an interesting thesis(check his profile). I thought you might find it interesting

exchange2000.com

Regards
GB



To: Knighty Tin who wrote (27925)5/4/1998 12:01:00 AM
From: Thomas M.  Read Replies (1) | Respond to of 132070
 
The term "rant" comes to mind: #reply-4287655 I can't blame him, since he's been holding INTC stock and options for a couple of decades. -g-

Tom



To: Knighty Tin who wrote (27925)5/4/1998 8:49:00 AM
From: MythMan  Read Replies (1) | Respond to of 132070
 
MB & all, What are your current thoughts on AMAT? Not the co, but the current stock valuation. It has been a laggard recently and is now a decent time to start buying? Earnings are out in about 10 days and perhaps the herd will run this one up.

Pete



To: Knighty Tin who wrote (27925)5/4/1998 1:11:00 PM
From: yard_man  Read Replies (2) | Respond to of 132070
 
Would you be sure to let us know if and how you play DELL after the earnings? The stock run-up prior to earnings looks simply amazing to me.

On another note. I remember saying that you bought another first third of GTW recently -- why would you not wait for the hoopla of DELL to run its course there also and not waste money on the time? Surely GTW isn't going to crater before DELL's earnings?

TIA
Barry



To: Knighty Tin who wrote (27925)5/5/1998 8:30:00 AM
From: geewiz  Read Replies (1) | Respond to of 132070
 
All GTW fans,

Caroline Waxler in her streetwalker column in May 18 Forbes, p. 318 says GTW is worth $25. Sounds inflated at that!

Mike, MIR had your anticipated downside announcement, now that the bad news is out its set to rally!

best, art