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

To: Knighty Tin who wrote (43287)	1/13/1999 6:59:00 PM
From: epicure	Read Replies (1) \| Respond to of 132070

I don't think she has big enough hair to interest him.

To: Knighty Tin who wrote (43287)	1/14/1999 2:37:00 AM
From: Merritt	Read Replies (1) \| Respond to of 132070

MB: Here's a slightly less sanguine view (or if you view the word from it's origin...perhaps more sanguine<G>) of the Brazilian situation's impact on the U.S. <<http://www.the-times.co.uk/news/pages/Times/frontpage.html?3090644>> The Times says Brazil represents "about 20%" of our total exports, and adds that..."The dollar, however, fell sharply in the currency markets with investors opting for the pound and the euro as perceived 'safe havens'." Not quite the same spin as put out by CNBC. Merritt

To: Knighty Tin who wrote (43287)	1/14/1999 8:07:00 AM
From: Tom M	Read Replies (1) \| Respond to of 132070

Mike, notice the bulls are leaving their threads to taunt lately, and the bear threads either didn't sell or bought the dip yesterday? ...

To: Knighty Tin who wrote (43287)	1/14/1999 9:45:00 AM
From: RealMuLan	Read Replies (2) \| Respond to of 132070

Mike: This analyst seems share some of you view about "Channel stuffing", although it is about Apple. RESEARCH ALERT - Apple Computercut -source NEW YORK, Jan 14 (Reuters) - Salomon Smith Barney downgraded personal computer maker, Apple Computer Inc. (Nasdaq:AAPL - news), to a neutral from a buy based primarily on price, a source at the brokerage said. -- According to the source, Salomon's analyst, Rich Gardner, thought Apple was able ''to make their quarter earnings numbers because they stuffed the product channel and might not make next quarter's numbers,'' the source said. -- Apple reported net income tripled to $152 million or $0.95 a share on a diluted basis, in its fiscal first quarter ended December 26, from $47 million, or $0.33 in the year-ago quarter. -- According to the source, Gardner wrote in a morning research report that major computer retailers such as Best Buy Co Inc. (NYSE:BBY - news) and CompUSA Inc. (NYSE:CPU - news) were forced to sell iMac's, the company's hot new colorful computer that has helped lead it back to profitability, at a loss toward the end of the quarter in order to clear out inventories. -- Apple's stock closed Wednesday Jan. 13 at 46-1/2 on the Nasdaq stock market.

To: Knighty Tin who wrote (43287)	1/14/1999 2:56:00 PM
From: Knighty Tin	Respond to of 132070

To all, Portfolio notes: 1. I bought Mexico Fund calls today. No, this is not a misprint. C-A-L-L-S. It hit the price point from which I made 45% on the stock last year, and this time I am willing to try again, but only in a 90/10. My reasoning is that Mexico sucks, but not this badly. The US of A will rescue Mexico if things get too bad. The calls were reasonable given the time frame, out to August. I bought MXFHBs, the Aug 10 strike price. 2. I punted Ciena. I didn't make nearly as much as my last buy and sell because I only had one third this time and I sold sooner. Still, a nice profit thanks to Ascend and Lucent. Good Luck, MB