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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: wooden ships who wrote (4927)	5/11/1998 3:38:00 PM
From: Greg Butcher	Respond to of 42834

RE; "Mea culpa. Mea culpa. Mea maxima culpa." HEY!!!! another PARROT HEAD....How are you doing Bro... God we seem to be everywhere...LOL!!!!!!!! LONG LIVE JIMMY!!!!!!!!!!!!!!!!!!!!

To: wooden ships who wrote (4927)	5/11/1998 8:57:00 PM
From: Justa Werkenstiff	Respond to of 42834

Truman and All: For a good read on the economy, visit the following link and read the 5/04/98 "US Investment Strategy - Immaculate Conception" written by Jeffrey Applegate of Lehman Brothers. You need Adobe Acrobat to view: lehman.com

To: wooden ships who wrote (4927)	5/12/1998 12:56:00 AM
From: wooden ships	Read Replies (1) \| Respond to of 42834

During the weekend passed, Brinker received a call from a StarShip traveler beset with a burden more than a few of us might wish to shoulder, to wit, what to do with a portfolio 80% laden with Micro- soft shares. The caller's evident attachment to his treasure not- withstanding, Brinker nonetheless urged him, in no uncertain terms, to re-adjust his top heavy portfolio toward the recommended allot- ment of 4% in any one particular stock issue; this based not on the cost but on the current market value of said shares. Noting the extraordinarily high multiples stamped on Microsoft's current and projected earnings and the Justice Department's apparent determin- ation to pursue anti-trust action against the software behemoth, Brinker seemed particularly adamant that StarShip travelers abide by his Marketimer 4% rule. Following this vein, the 27 April 1998 Fortune magazine article entitled, "Microsoft: Is Your Company Its Next Meal" is quite in- structive and, perhaps, a death knell for Microsoft as we know it. Some say the handwriting is upon the wall for Microsoft. In A.D. 1844, Samuel F.B. Morse telegraphed the immortal message, "What hath God wrought?" betwixt Washington, D.C. & Baltimore. In A.D. 1998, the message from Washington might be, "What hath Gates wrought?" By some accounts, it would appear that an alliance of powerful private and public sector are poised to dismember the Titan limb by limb. Brinker himself referred to the vivisection of IBM and American Telephone & Telegraph in modern times. As Brinker has it, "Whenever a company is too successful at what it does and gets too big, it never fails to attract the scrutiny of Washington, D.C."