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

To: Knighty Tin who wrote (38228)12/5/1998 1:31:00 AM
From: PaperChase  Read Replies (2) | Respond to of 132070
 
MB. Heard you mention a couple of months back about the telecom build out slowing. This was around the time that CIEN was imploding and everybody else was saying it was just CIEN with the problems. Well I am here to remind you that you made the right call on the industry!

Now if we can only get LU to roll over. <G>

A quick read earnings warning: biz.yahoo.com

Just a reminder that while I agree with your fundamental views, I am still going to buy the dips. Really!

What's the deal with the AMAT recovery? Are you in your second third yet?





To: Knighty Tin who wrote (38228)12/5/1998 4:02:00 AM
From: Merritt  Read Replies (1) | Respond to of 132070
 
Michael me lad (at 51, I thought you'd enjoy being called a lad<G>), hope you had a truly fine day of celebration.

I sold my IDPH a while back, and put the money into GLFD Friday. They should be starting PI with their lead NIL product in the first part of next year...should start to get some light to shine on their work. Do you have any in your portfolio?

Many happy returns, Merritt


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