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

To: Knighty Tin who wrote (33032)	9/28/1998 7:08:00 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 132070

MB....I suppose the INTC "news" is allowing the swift to sell out of MU for a smart profit(up from $20 a few weeks ago). All else being equal: 1. Do you have a current position in MU? 2. What is the risk factor with INTC overhang? 3. Now that news is on the table, how long a time frame would be expected for puts to be successful? I was thinking that it would be very hard for MU to crack 36 under the current circumstances.

To: Knighty Tin who wrote (33032)	9/28/1998 10:01:00 PM
From: Shane M	Read Replies (1) \| Respond to of 132070

Mike, I just recently ran across this thread after a mention on a Semi-equip thread and have lurked here a week or two. I find it both insightful and entertaining. I have gathered the thread's forecast of the "commoditized" PC and the resulting losers, but I was wondering who (if any) do you see _benefiting_ from the sub-zero PC, both in terms of industries and companies? A PC (or three) in every home at low entry prices seems to open new markets, but I'm not sure who benefits - intense competition may eliminate margins. In general, I see the Internet, CSCO, benefitting from this. ISP demand should be strong, but don't think we can expect outsized returns here? Bandwidth enhancers like CIEN win. MSFT wins, as its software is likely to cost more than the PC before long, nearly immune to price pressure. Entertainment Software in general will continue to grow rapidly, but I think supply may outstrip demand in this area. (too many titles to choose from IMO). I guess demand for mobile wireless internet connections will have strong demand in the future but I am unaware of companies in this area. Web services and E-commerce become a logical extension of the move to the internet - who wins? Do you have a -vision- of how this plays out? Who are the big winners, and in what emerging areas, if any, do you see opportunity? Thanks for any comments. Shane

To: Knighty Tin who wrote (33032)	9/28/1998 10:09:00 PM
From: Joseph G.	Read Replies (1) \| Respond to of 132070

Seems all bankers stopped shaving because of that nonexistent (as Easy Al and Blue Sky Bob told us) crisis -g- <<BOSTON, Sept 28 (Reuters) - Consumer product giant Gillette Co. (NYSE:G - news) on Monday blamed the international banking crisis, interest rates, a massive reorganization and huge start-up costs for its new razor for a poor third-quarter showing. The leading maker of razor blades, shaving cream, Oral-B toothbrushes and Duracell batteries announced widespread layoffs of 4,700 jobs or 11 percent of its 43,000 workers, the shuttering of 14 factories, 12 warehouses and some 30 offices in a move that it says will allow it to better manage its business in the next century. The moves will result in a pretax charge of $535 million or $350 million after taxes or about $0.30 per share, essentially wiping out its third quarter profits.>>

To: Knighty Tin who wrote (33032)	9/28/1998 11:27:00 PM
From: spinynorman1323	Read Replies (1) \| Respond to of 132070

Mike, I see you are moonlighting as Mr. Levitt's new speech writer?? -G- ____________________ Levitt Decries Financial-Report Abuses From News Services Tuesday, September 29, 1998; Page E03 NEW YORK, Sept. 28—Securities and Exchange Commission Chairman Arthur Levitt Jr. complained today of widespread company manipulation of financial reports and outlined a series of steps to halt "earnings management." ........... ____________________ link to full story in Tuesday's Washington Post biz section. washingtonpost.com Mark

To: Knighty Tin who wrote (33032)	9/29/1998 12:56:00 AM
From: The Perfect Hedge	Read Replies (2) \| Respond to of 132070

MB- How can make some money off this sh_t? scmp.com B

To: Knighty Tin who wrote (33032)	9/30/1998 12:55:00 AM
From: kahunabear	Respond to of 132070

Isn't it interesting to see DELL, GTW and CPQ holding on to these lofty prices in the face of all domestic and international companies falling on hard times. Aren't these their customers ??? CBTSY's chart may be a preview of what we will soon see: quote.yahoo.com They sell training software to corporations. It teaches them how to use the software that runs on all of their new PCs. I think they pretty much own the market so I don't think competition is the problem. Its the economy. BTW, I think CBTSY is getting to be a heck of a buy. Good brand, little competition, no debt. One to tuck away and forget about. BWDIK WS