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

To: Knighty Tin who wrote (35972)	11/12/1998 1:08:00 PM
From: MythMan	Read Replies (1) \| Respond to of 132070

Last I checked Dell was taking the pipe. You into IBM puts yet? they are flogging that pos(TM) into orbit -g- MM

To: Knighty Tin who wrote (35972)	11/12/1998 1:46:00 PM
From: tom r. phillips	Read Replies (1) \| Respond to of 132070

Michael -- how do you view Chile vs. Brazil as longer term investment opportunity right now? e.g. CH vs. BZF, both trading at about 25% discount to NAV? thanks. tom phillips

To: Knighty Tin who wrote (35972)	11/12/1998 1:57:00 PM
From: kahunabear	Read Replies (1) \| Respond to of 132070

You would think with the lack of dividends these days that book values would start to build in some companies. I guess between all of the charge offs and dilution due to options it has evaporated. If you try to argue this with some bulls, they will tell you book value is understated due to depreciation and goodwill. If you try to argue that earnings may be overstated due to charges, they will tell you charges don't really count. I wish the someone would get the rules right so the books would mean what they are supposed to mean. WS