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


To: Knighty Tin who wrote (30872)8/10/1998 8:59:00 PM
From: Jeff Leader  Read Replies (1) | Respond to of 132070
 
MB - Thanks. ADBE does seem to ride it's own peculiar wave.

I'm wondering what Mr. Redstone sees in WMS (besides the fact that it's cheap)? Seems like pinball is fading into history, and the gaming landscape is littered with companies (AGAM, CSDS, etc) struggling for profits and stuck in the single digits. Perhaps there's some value there that's not obvious in the balance sheet?



To: Knighty Tin who wrote (30872)8/10/1998 9:58:00 PM
From: Lee Lichterman III  Read Replies (1) | Respond to of 132070
 
Other than a society of morons (VBG) have you come up with any theories as to why all the weak stocks seem to be the strongest right now? AMAT, MU, GTW, internets are all superhuman while services, software etc that actually have a chance of increasing earnings are flat to down. Did a typhoon wash away all the cheap chip producers over the last week so that Domestic chip makers and PC producers now have a monopoly again and are going to upgrade to all new equipment? I am shopping for puts and every target I chart looks stronger than at any time in the past. Even IBM is pushing 130 again. Are their pencils that sharp?