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


To: Tommaso who wrote (43623)1/16/1999 9:44:00 AM
From: Mike M2  Read Replies (2) | Respond to of 132070
 
Tommasso, did you know you can get free maps at AAA when you buy travelers checks. I love AAA they are so helpful. -G- One important distinction about this bubble is that it is global in scope unlike Japan in the 80's. Japan's problems have been mitigated thus far due to the American consumer's spending binge. The only bubble that compares in this century is the roaring 20's but we have managed to top those excesses. I doubt any other bubble has been so global. The bigger da boom da bigger da bust. there will be tough love fer all. Mike



To: Tommaso who wrote (43623)1/16/1999 9:50:00 AM
From: Mike M2  Read Replies (3) | Respond to of 132070
 
Here is a cool link to all types of economic data: this particular one has a graph showing how debt has been growing faster than income. Mike home.att.net



To: Tommaso who wrote (43623)1/16/1999 12:46:00 PM
From: Ilaine  Respond to of 132070
 
Hi Tomasso, I think you might be interested in what Raging Bull has to say, I am on their mailing list, on 1/15/98 they "downgraded" Yahoo, Lycos, Excite and Netscape, and "upgraded" @Home, Beyond.com and Real Networks. I wonder if they actually have a security analyst on their staff, I suppose so. FWIW, here is an excerpt:

NEW COVERAGE INITIATED
------------------------------------------------------

-- Amazon.com

-- Cyberian Outpost

-- ONSALE, Inc.

-- Beyond.com

-- Preview Travel

-- eBay

-- Real Networks

-- go2Net

-- InfoSpace.com

UPGRADES
------------------------------------------------------

-- @Home

--Beyond.com

-- Real Networks

DOWNGRADES
------------------------------------------------------

--Yahoo!

-- Lycos

-- Excite

-- Netscape

------------------------------------------------------------
***QUOTE OF THE WEEK***
------------------------------------------------------------

"We're in a hot market. There's not enough deals on the calendar to satisfy
investor interest."



To: Tommaso who wrote (43623)1/16/1999 4:24:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
T, You are fortunate. During the Japanese, biotech and energy bubbles, there were no or very few Leaps available.

I really have no criticism of what you are doing. I tend not to use Leaps on the long side due to the premiums. But these things are so overvalued that they should work out nicely.

I am trying to time an entry point, again, into shorter term puts on Internuts where I get more bang for my bucks, admittedly at more risk.

Best,

MB