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

To: Knighty Tin who wrote (34141)	10/18/1998 2:17:00 PM
From: flickerful	Read Replies (1) \| Respond to of 132070

MB... in the biotech spirit, any thoughts on imclone?

To: Knighty Tin who wrote (34141)	10/18/1998 2:17:00 PM
From: Judy	Read Replies (1) \| Respond to of 132070

Mike, thanks for your thoughts. A number of drug companies will be reporting next week so we'll see. In the interim the same cup will be viewed as half full when the market is bullish, and half empty when the market is bearish. Whisky ... I don't even use the stuff for cooking.

To: Knighty Tin who wrote (34141)	10/18/1998 3:20:00 PM
From: Sonki	Read Replies (1) \| Respond to of 132070

MB, wla is the most undervalued drug stock w. PEG approx 1.x where as others are 2 to 3 PEG. like mrk and pfe. why would u not short pfe instead? also, what do you think of INTC taking a stake in MU? Would you say if you want to go long in semi right now TXN is a better buy then INTC? I am questioning my intc holdings and will consider shorting jan calls against my holdings on a rise. opinion on TXN? thx.

To: Knighty Tin who wrote (34141)	10/18/1998 4:40:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

Here's hoping 2nd time is a charm on WLA -- heck I'd settle for a triple this time!

To: Knighty Tin who wrote (34141)	10/19/1998 9:25:00 AM
From: PaperChase	Read Replies (1) \| Respond to of 132070

MB. What is your opinion on all the banks that have recently come out with statements saying their loans to hedge funds are fooly collateralized? My B.S. detector tells me they are playing accounting games. Could they be using hoky assumptions like not recognizing losses on bonds (collateral) since these can be held for 30 years to maturity when they will receive the face value? I agree with NY Post article that suggested the Fed lowered rates because another unseen problem will surface this week. Then again, I also believe the story he wanted to lower rates a couple of weeks ago by a greater percentage but did not want to put a squeeze on Long Term Capital's portfolio.