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


To: Knighty Tin who wrote (36177)11/13/1998 6:16:00 PM
From: Earlie  Respond to of 132070
 
MB:
Should have done my mandatory reading of all past notes, which hopefully, I'll do on the weekend. (g)

Wow! Sounds like you have aroused the ire of a true believer. You should know better than to mess with religious beliefs (The church of Intel,....they come to worship). (g)

Thanks for the update on the butane torching. I can't help you as far as interpreting the latter half. I simply could not make sense of it.The growth comment is , as you have no doubt pointed out, rather silly. I've always admired the company's manufacturing prowess, but this past year has been an unmitigated disaster for them. Anytime a company hands its less favoured competitors an opportunity to eat their (market share) lunch, especially when they were cruising along as a monopoly, one has to question what they've been doing in the executive suite.

I've been enjoying watching the dippers drive this thing up again. From my point of view, it's now time to reset the nets. (g)

Happy "putting" (and I don't mean as in golf). (g)

Best, Earlie



To: Knighty Tin who wrote (36177)11/13/1998 8:18:00 PM
From: accountclosed  Read Replies (2) | Respond to of 132070
 
MB.

Yeah Yeah Yeah. I know they don't have the solid valuations of say eBay or other internuts (and azw1 doesn't like them), but have you looked at NS and LTV lately? Price/book ratios? Explain this to me. I can understand a lot: dumping from overseas, etc. And the p/e's don't mean a lot to me. But the price/book?? NS p/b = .19 LTV = .36 (X is trading at 1.04 times book)...Please enlighten.