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

To: Knighty Tin who wrote (34059)	10/16/1998 12:17:00 PM
From: Tommaso	Respond to of 132070

How about $50 oil? The market stabilized for a while at about$25-$30 some time back. That would imply something over $40 now. home.earthlink.net

To: Knighty Tin who wrote (34059)	10/16/1998 12:57:00 PM
From: tom r. phillips	Read Replies (1) \| Respond to of 132070

Michael -- do you have an opinion on biotech XOMA? looks like a nice entry point and seeing some movement today. quote.yahoo.com thanks, tom phillips

To: Knighty Tin who wrote (34059)	10/16/1998 1:52:00 PM
From: Kerry Phineas	Read Replies (1) \| Respond to of 132070

MB, note the wording on the INTC announcement. Confirming weeks of speculation, Intel Corp. agreed Friday to buy a $500 million stake in memory-chip maker Micron Technology Inc. Under the agreement, Intel will acquire stock rights that can be exchanged for up to 6 percent of Micron's outstanding common stock. $500M/.06 would value the company at approximately $8.3B, which is greater than the current market value and which would suggest more debt, with some kind of warrant, (right?). Would definitely be interested in hearing whatever insight you might have into this one.

To: Knighty Tin who wrote (34059)	10/16/1998 2:08:00 PM
From: upanddown	Read Replies (1) \| Respond to of 132070

$18 oil for a long period of time would cause a huge recession. Mike, are you saying this because you feel world economies are extremely vulnerable right now ? Oil has spent a majority of the last 20 years above $18 and that is unadjusted for inflation. I don't believe it has been blamed directly for any recessions. oilworld.com And, doggone it, I thought you were long oil. <ggg> John

To: Knighty Tin who wrote (34059)	10/16/1998 4:25:00 PM
From: Dushyant Narayen	Read Replies (1) \| Respond to of 132070

Michael - Given the Fed easing and (somewhat) decent earnings from the tech sector recently, are you looking for the semis/ semi equipment guys to rally from here through '99, stay flat or decline ? Please comment on the different groups of semi manufacturers viz the processor guys/memory/logic etc. Thanks very much, Dushyant