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

To: Knighty Tin who wrote (29349)	6/24/1998 9:06:00 PM
From: Cynic 2005	Read Replies (3) \| Respond to of 132070

Bill, er Mike, good piece you have here: A recurring theme As long as we're talking about great companies, I want to make a couple of comments about Intel. Intel (INTC) is now 0 for 3 in the new chip department. The Celeron was a total flop, the Merced chip has been delayed indefinitely and now there are some problems with the Xeon chip. There is an article about this in the New York Times, and Intel says that they won't comment on chips/products because the release date for this is supposed to be the 29th of June. Yet at PC Expo, about a week ago, Paul Ottolini - head tout - was chirping about the Xeon chip. He said, among other things, that it would set new performance records. So they don't mind commenting when they have something good to say, but they definitely don't want to comment when things are bad. I, myself, have been very disappointed with the way that Intel has handled their problems. I think they have been less than forthright with the analyst community and investors at large about the problems they're having, given what I have known about what's going on in the company compared to what they've publicly admitted. Stand and be counted Condoning this sort of behavior (playing different types of accounting games and engaging in promotional activity), sets a bad example for Corporate America. There doesn't seem to be an elder statesman in the investment community...sorry, in the corporate investment community. There are only a few companies whose word and credibility seem to matter. All this is going to come back to haunt companies down the road when things aren't going well and they need credibility. They won't be able to get it because they were unwilling to tell the truth when things started to go sour. Obviously that's a moral judgement on my part, but I'm just unbelievably disappointed with the performance of these corporate chieftains who seem to pay more attention to the stock price than they do to the business. While that may be fun in the short run, in the long run if you worry about your stock prices instead of worrying about the business, you'll get yourself in a soup just like Intel's done. stocksite.com

To: Knighty Tin who wrote (29349)	6/25/1998 2:01:00 AM
From: Gerald F Bunch	Read Replies (1) \| Respond to of 132070

Hello MB If my memory serves me correctly, you mentioned that you liked TAVA in a semi-recent post. I haven't been following this poster as nearly as long as I've been following your post's. The fact is that he has made a couple of good call's, down on a couple of other equities that I sniff around for the entertainment value. All I'm trying to do is bring this to your attention, in case you're not up to speed(there I go again thinking about the speed index in the racing form<VBG>). Oh, I almost forgot, the other two are CCSI and ZITL. FWIW Here is site exchange2000.com This is TAVA research site zahran.com This one is for entertainment purposes only thecasinonet.com Regards GB

To: Knighty Tin who wrote (29349)	6/25/1998 2:12:00 AM
From: Gerald F Bunch	Read Replies (1) \| Respond to of 132070

Hello Again MB It's getting better all the time. This is an all time must read. exchange2000.com Any follow up on your part would be appreciated.. Regards GB

To: Knighty Tin who wrote (29349)	6/25/1998 4:43:00 AM
From: PaperChase	Read Replies (1) \| Respond to of 132070

MB. Coms posted a 4th quarter profit of 18 cents and the stock is heading towards $29. Hey! That's a bargain compared to MU. MU is heading for $29 and they don't have any earnings. It's true, EPS don't matter when a company is in a high growth industry.<vbG> Maybe AT&T and ERICY will buy all tech companies and keep the bulls looking smart.

To: Knighty Tin who wrote (29349)	6/25/1998 11:58:00 AM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 132070

Michael, Right now it looks like the Japanese are going to use a Bridge bank to help clean up the bad loans. Any ideas on future economic impacts and how to take advantage of this cleansing process? Are you currently making any strategic investments based on this Japanese strategy. Joan

To: Knighty Tin who wrote (29349)	6/25/1998 11:59:00 AM
From: Gerald F Bunch	Read Replies (1) \| Respond to of 132070

Hello MB Get a load of this clown. Now I see why there's so many bloated valuations in today's markets. ROTFLMAO exchange2000.com Regards GB PS Don't worry, it's just a summer rally. Personally I think that it's possibly a heat stroke!