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

To: Knighty Tin who wrote (28097)5/11/1998 7:19:00 PM
From: Bat5454  Read Replies (2) | Respond to of 132070
 
Michael - LGND is buying SRGN, announced today. Any thoughts on it?

Thanks
Bruce Taylor



To: Knighty Tin who wrote (28097)5/12/1998 1:21:00 AM
From: Michael C Quesnel  Read Replies (1) | Respond to of 132070
 
Hi MB,

With respect to the Perkin-Elmer news, the market took out INCY and shot it, while leaving HGSI, GENE, and AXPH (formerly SQNA) untouched. First question is why? Second question is, since INCY has already been slaughtered, would it be a pick up at this or lower levels? It is the sector leader, IMHO.

Third unrelated question, what's your take on LGND's buyout of SRGN?

thanks,
Mike



To: Knighty Tin who wrote (28097)5/12/1998 12:30:00 PM
From: Thomas M.  Read Replies (3) | Respond to of 132070
 
Here's an opposing view: #reply-4409786 . You might enjoy the discussions on this thread. You already know Rick H., and the rest of them are pretty sharp, too.

Tom



To: Knighty Tin who wrote (28097)5/12/1998 2:41:00 PM
From: Thomas M.  Read Replies (1) | Respond to of 132070
 
. . . and some more: #reply-4424900

Tom



To: Knighty Tin who wrote (28097)5/12/1998 10:11:00 PM
From: Cynic 2005  Read Replies (1) | Respond to of 132070
 
Mike, speaking of turnarounds,

#reply-4432107

Since when the cycle bottoms are reached within 3 months of the peaks? Are you thinking what I am thinking? AMAT management's credibility has degenerated to the level of the AOL management. Or, may be a bunch of Wall Street analysts are writing the script for the conference calls these days. -g-

-MMV



To: Knighty Tin who wrote (28097)5/13/1998 9:29:00 AM
From: Tim McCormick  Respond to of 132070
 
MB, check out "Heard On The Street" today. Tim



To: Knighty Tin who wrote (28097)5/13/1998 10:51:00 AM
From: yard_man  Read Replies (1) | Respond to of 132070
 
MB After buying EWM again a couple of weeks ago at 5 1/4 I punted for 4 15/16 when it broke 5. In again at 4 1/2 today. If you'd bought at 4 1/2 where would you consider another third?


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