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


To: Knighty Tin who wrote (46391)2/9/1999 11:51:00 PM
From: IceShark  Read Replies (2) | Respond to of 132070
 
Well Mike, I just cut a check to one of your old firms, and I wish they would do better on investments so the auto rates weren't so high. -g-

Regarding Mikey D. I think he just hosed the PC market stocks by saying 17% per year growth (the tool makers might do OK.) That has to be world wide growth, most of the "world" doesn't need 128mg of memory, or all the bells, etc.

So regarding Mu ...what the heck is TXN and INTL going to do when they start to unwind some stock? Did they do a forward sale like Mr. PotatoHead - doesn't seem likely, based on price movements. You, or anyone else, have any ideas?

Regards, Ice



To: Knighty Tin who wrote (46391)2/10/1999 11:08:00 AM
From: Knighty Tin  Respond to of 132070
 
To All, Another debate in Slate today between Fleck and the increasingly goofy Dave Kansas. Basically, the Kansas argument boils down to "the stocks have gone up so it can't be a bubble." Fleck rips his face off again. The best stat: Since 1994, S&P 500 eps are up a grand total of 20%. The market is up 177%. That seems like a close correlation to me. <G?
slate.com.

MB