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

To: Knighty Tin who wrote (35911)	11/12/1998 8:27:00 AM
From: heraclitus	Read Replies (1) \| Respond to of 132070

MB, I think Paul's statement about being "glad" to pay his taxes goes a long way toward explaining his concepts regarding valuation bol homer

To: Knighty Tin who wrote (35911)	11/12/1998 8:36:00 AM
From: kahunabear	Read Replies (1) \| Respond to of 132070

PC mfgs don't like to be caught short on inventory if Christmas is strong. Also, they can always do one of their famous one time charge inventory adjustments if things don't go well. <g> WS

To: Knighty Tin who wrote (35911)	11/12/1998 8:44:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

>>And, yes, I know what business Intel is in. They buy insurance packages from crooks.<G><< you have to excuse paul. he suffers from pdd. yes, personality deficit disorder ;-) the bears loaded up on puts the last time we saw dow 9000. they sold below dow 8000. sure, maybe they have 10% of the puts they had at dow 9300 now that will expire worthless. the nitwits just have given us another opportunity to increase our put holdings by 10x. boy, they are showing us! we should be thanking them ;-) that pdd problem is annoying, though ;-) funny, i've owned nop puts during this rally. every up move is more cash in my pocket and they insult me. oh, and they aren't smart enough to sell. :-) paul's buy wreck is at intel $103. let's track his performance going forward.

To: Knighty Tin who wrote (35911)	11/12/1998 1:38:00 PM
From: accountclosed	Read Replies (1) \| Respond to of 132070

MB. Despite your fine advice, I persisted in my argument that stocks are not primarily about specialist manipulation. Would you read Message 6391000 for me and comment. I was a little rushed and didn't set the context fully. I meant my example to be the limiting case. In other words, ideally a specialist would be flat all the time and enjoy the bid ask spread. What a business that would be. I realize that is a fantasy. There is inventory to carry. Risk to be laid off at a cost in the options market. Market risk. Etc. But did my post make sense to you as a limiting case?

To: Knighty Tin who wrote (35911)	11/17/1998 3:47:00 AM
From: Paul Engel	Respond to of 132070

Bear-ke - Re: "Or, how about company pimp?" Oooohhhh.... Mikey da Bear is a little upset ! Mikey da Bear don't like people making money in stocks that go up! Mikey da bear didn't give permission for someone to make money. Too bad, Mikey da bear. Re: " And, yes, I know what business Intel is in. They buy insurance packages from crooks." Mikey da bear don't know too much. Re: "Do you know that about a third of the companies in the S&P 500 are going to report record earnings this year" Which ones do you own, Mikey da bear?