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

To: Knighty Tin who wrote (38192)	12/4/1998 2:14:00 PM
From: MythMan	Read Replies (2) \| Respond to of 132070

I'm looking for a crash. Anyone see one? I'm also looking to pick up some MU @ $6. Oh that was supposed to be Q1 1997 -g- Happy B Day Big Guy! BK is a myth

To: Knighty Tin who wrote (38192)	12/4/1998 3:13:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

>>Intel Corp. (INTC) Chip maker sees Q4 revenue up 8% to 10%, much stronger than previous estimate of 3% to 5%. Alex Lenke, Intel's Investors Relations manager made these comments at last night's Richmond Society of Financial Analysts; in upbeat presentation, Mr. Lenke also said that Q4 gross margins to increase a couple of points from 52.6% in Q3; expenses for Q4 are expected to rise 8% to 10% above Q3 level of $1.4 bln; Mr. Lenke said that demand was stronger due to customers buying new PCs as a means of avoiding the Y2K problem.<< either lenke is up to hanky panky or your y2k scenario is wrong. so, which is it ;-)

To: Knighty Tin who wrote (38192)	12/4/1998 4:01:00 PM
From: Wildstar	Read Replies (1) \| Respond to of 132070

Michael, What do you think of this post regarding FLC? Message 6675554

To: Knighty Tin who wrote (38192)	12/5/1998 3:19:00 PM
From: Knighty Tin	Read Replies (4) \| Respond to of 132070

To All, Barron's review. An excellent issue this week (read: lots of pieces that agree with me. <G>). 1. Abelson quotes an oil trader who sold short at the top and is now buying. He likes natural gas better than oil, but that is a matter of personal taste, IMHO. He makes a very convincing case for higher oil prices and for the fact that the stocks of producers are below any realistic breakup valuation. It has long been my thesis that though I like and own service cos. and large integrateds, that producers are the best plays in the energy area, and this guy agrees. 2. A great interview with one of the best economic sources in the world, Marty Barnes of The Bank Credit Analyst. He basically sees the stock market as a bubble and the bond market near but not quite at a peak. He is not predicting a crash, just a return to normal returns, which is almost impossible without a crash. <G> He notes that the Asian crisis was caused by a bubble similar to the one we are going through. For "Don't fight the Fed" geeks, he mentions a 15 year bear market in equities during which rates were falling the entire time. I guess lower rates worked after a decade and a half. <G> He notes that the Fed is actually making things worse by trying to save the stock market today. As I've stated often, these "cures" only make the eventual day of reckoning more disastrous. 3. The newletter quotes were almost totally bearish this week. That kind of bothers me. But, they were almost all bullish last week, so maybe Barron's is just giving bears their time at bat. James Stack of Investech reveals the big lie about baby boomer fund purchases pushing the markets to new levels. Inflows into funds since 1991 were $1.1 trillion. The increase in market cap is $8 Trillion. In other words, boomers didn't cause the boom and can't stop the crash. 4. In the editorial, some lawyer argues that the Executives who are ripping off the shareholders with the current options scams are not doing anything wrong. <G> 5. The Options Guy in The Striking Price admitted that his mention of poor trading volume in the DOT index was a bit premature as it starts trading this Wednesday. <G> 6. The Trader column mentions ARCO as being worth at least $80 a share as a takeover candidate. SAY IT LOUDER! <G> Good issue, MB