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

To: Knighty Tin who wrote (35329)	11/5/1998 11:56:00 AM
From: wlheatmoon	Read Replies (1) \| Respond to of 132070

The herd got overly worked up over some pretty neutral comments and fairly mundane contracts. As the foam clears from their mouths, they will give us a buying opportunity. And if they don't, don't play. Boy, I need to paste that on my forehead, fridge, beer ice chest, toilet seat, mirror, computer............. :-)

To: Knighty Tin who wrote (35329)	11/5/1998 12:09:00 PM
From: upanddown	Read Replies (2) \| Respond to of 132070

Mike Did you see the platinum article in Wed WSJ ? Impressive increases in jewelry sales. excerpt.... Research conducted by Modern Bride magazine reports that platinum's share of the market for engagement rings and wedding bands now ranges from 21% to 25%, up from practically nothing in 1991. While sales of gold jewelry last year were up only 2.8% over 1996, platinum sales rose 60%, the fastest of any fine jewelry category, according to National Jeweler magazine. Could you review your platinum play again ? Thanks, John

To: Knighty Tin who wrote (35329)	11/10/1998 10:56:00 AM
From: Giuseppe Scalamogna	Read Replies (1) \| Respond to of 132070

Mike, In regards to CIEN...you mention a valuation model. If you wouldn't mind could you briefly highlight its main points? Also, in the world of unruly yet efficient markets, somethings always manage to slip through the cracks. If you could, give me an opinion on Supergen (SUPG). Joseph Rubenfield, co-founder of Amgen has created this company from the ground up...brick for brick...with the CEO of Oracle's money! How about that for financing saviness <G>. One successful CEO picking the pocket of another successful CEO. In any case, Rubenfield has employed what I believe to be a great risk mitigating strategy at Supergen and they are working on a slew of products to bring to the market. On top of that he has somehow convinced industry buffs from several major pharma's to conclude that their companies aren't going anywhere and that it was time to jump ship. It's mutiny I say! <G> Their websight is very good for details of their product line and strategy supergen.com The market has run by this one it seems. Maybe Joey R. has in mind to create another Amgen. At least he knows all the inside nitty gritty on how to get it done. Or maybe he's just deriving a good salary off of Larry Ellison rather than retiring <G>. As always your opinions and remarks are greatly appreciated, GS