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

To: Knighty Tin who wrote (29947)	7/17/1998 7:44:00 PM
From: Diamond Jim	Read Replies (2) \| Respond to of 132070

To: Investor2 (6064 ) From: marc wakefield Friday, Jul 17 1998 6:42PM ET Reply # of 6076 i2, re:sentiment. I got the information from Wall Street Week. A couple of times over the last few years they put up graphics showing major bull and bear runs compared to sentiment demonstrating that the letter writers in the II survey were generally completely wrong at major turning points. Last time it was on I recognized the graphic they were putting up and copied the information. They must have shown bulls, bears and correction people because I calculated and saved the Bull/(bull+bear) number with the magnitude of the moves that followed for 8 episodes it showed since 1963. However from the information I don't know how many times sentiment got to extremes and just worked itself off with just a minor correction as we have seen most recently or how much money you would have left on or off the table moving prematurely in a case where sentiment remained extreme for a long time before a major market move actually occurred. This is obviously why in a good successful model like Bob's many factors are taken into account in varying degrees of importance, a very difficult task that few have been successful at over time. I guess if someone's interested they can contact Investors Intelligence to see what type of back information is available. By the way when Garzarelli gave her famous sell signal I believe Michael Burke the publisher of II was also bearish though maybe someone can confirm that Marc

To: Knighty Tin who wrote (29947)	7/18/1998 12:52:00 AM
From: Jonathan P. Myers	Read Replies (1) \| Respond to of 132070

Hello Mike: Think you'll get a kick out of this, If you don't lose your cookies first <G>!! redherring.com Regards, Jon

To: Knighty Tin who wrote (29947)	7/18/1998 5:22:00 AM
From: PaperChase	Read Replies (2) \| Respond to of 132070

MB. I think you are making an error by buying puts on CIEN. I know TLAB is overpriced and fell to $62 on news of buying CIEN and is now at $86. (So much for dilution fears.) I know CIEN has competition coming over the hill in Dense Wave Division multiplexing and their market cap is obscene. (Another CUBE in the making!) But the bottom line is that TLAB has the opportunity to play major accounting games with the CIEN acquisition. All they have to do is follow the CPQ/DEC lead in writing off everything but avoid getting to greedy like COMS/USRX. All of this in the midst of a manic market spells no correction this year for this duo. TLAB is the DELL equivalent in this market except TLAB's margins and demand are a lot healthier. <G>

To: Knighty Tin who wrote (29947)	7/18/1998 2:28:00 PM
From: Gerald F Bunch	Read Replies (1) \| Respond to of 132070

Hello MB I would like to get your opinion on this co. It was recommended to my brother by an employee of the co. TRGA I've included some links, hopefully to help expedite your analysis since I'm imposing on you. Personally I'm not comfortable with this stock based on what I've been able to come up with. A more sophisticated analysis would be very much appreciated yahoo.marketguide.com biz.yahoo.com sec.yahoo.com sec.yahoo.com quote.yahoo.com biz.yahoo.com TIA Regards GB