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

To: Knighty Tin who wrote (32450)	9/9/1998 5:44:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

IBM not on your list anymore? Thanks for mentioning WLA and BBY. Going to take a look if the insanity continues.

To: Knighty Tin who wrote (32450)	9/9/1998 6:33:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

MB -- you have done very well identifying high priced groups that took a pretty good beating as of late in the overall market selloff. I know -- these have had their own dynamic which has been a lot worse than the market. Why have you not had targets in the KO's, PG's, G's or CLX's? Was it because you were looking for more bang for the buck? Certainly these stocks are also grossly overpriced, maybe a little less so just lately, but I don't remember you ever mentioning these stocks as candidates. Are there other reasons besides limited resources? Does it have to do with where we are in the economic cycle? A couple of other areas -- 1) You like HD and BBY -- are there other suppliers of "durable" household goods that might be a little less glamorous, but also trading near all time highs? and what about 2) EK, XRX and the like -- seems like these two companies in particular could suffer as a result of the trade imbalance/currency differential in short order? Also why WMT?