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


To: Knighty Tin who wrote (44366)1/22/1999 6:04:00 PM
From: wlheatmoon  Read Replies (2) | Respond to of 132070
 
Ever heard of VICAL? Biotech company inserting DNA into tumor genome to increase production of antigen so that immune cells can recognize the difference and kill it.

How's INCY looking now? When would you buy back into this company?
Thanks.
mike



To: Knighty Tin who wrote (44366)1/22/1999 6:54:00 PM
From: Broken_Clock  Read Replies (1) | Respond to of 132070
 
Fleckenstein singing the same tune tonight ...but he is a tad more bearish.



To: Knighty Tin who wrote (44366)1/22/1999 8:30:00 PM
From: Don Lloyd  Read Replies (1) | Respond to of 132070
 
MB -(...but I just thought I'd mention that their income statement either means that Gateway totally reinvented itself last quarter or there is some sharp pencil work.)

They are now partially a finance company, per the press release, like GE Capital. -g-

Regards, Don




To: Knighty Tin who wrote (44366)1/23/1999 7:17:00 AM
From: valueminded  Read Replies (1) | Respond to of 132070
 
Mike:

Given your comment:
<. But the real test, IMHO, will be 1Q for the component geeks. My guess is nary a thing will be ordered this quarter given the glut of boxes. I expect to hear announcements to that effect soon.>

Are you buying (or have you bought) puts on some of these component suppliers. And which ones would you consider if I have none at this point ? WDC ?

thanks