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

To: Knighty Tin who wrote (46617)	2/11/1999 4:03:00 PM
From: JRI	Read Replies (2) \| Respond to of 132070

OT Michael...you are obvious knowledgable, and present your arguments well..I greatly disagree with a lot of what you posted, but simply do not have the time (now) to refute (in part, due to my own marginally- productive typing skills)...give me a little time to respond..in the meantime, thanks for clearly displaying your (various) thesis... Congratulations on your successful returns...the only thing that really matters here...

To: Knighty Tin who wrote (46617)	2/11/1999 4:13:00 PM
From: Ross	Read Replies (1) \| Respond to of 132070

Why do you say "5. The productivity numbers are horrible, though they are greatly overstated due to folks not knowing how to measure tech co output." ? I would guess just the opposite, that technology gains are greatly understated. They don't have a clue how to measure the productivity gains of new medical technology, for example. Ross

To: Knighty Tin who wrote (46617)	2/11/1999 9:31:00 PM
From: Richard Gibbons	Read Replies (2) \| Respond to of 132070

You wrote: "I dislike the idea of paying [employees] with stock options so their number one incentive is to pull out all the sharp pencils to make the next quarter so they can get their bonuses and cash in." I'm confused about this argument. My options vest over a period of 4 years, and historically, I've been issued options each year. Don't I have a motivation to make the company successful constantly, since I constantly have options that are unvested? Why should this give me a quarterly view? I can see that it would encourage me to make the stock price bloated over the long term, like they are now :), but I don't understand where your "quarterly" reasoning comes from. (Hmm, if you come up with a good argument for this point of view, maybe I'll to get a quarterly perspective to my work rather than a long term perspective. :) ) Richard

To: Knighty Tin who wrote (46617)	2/12/1999 1:27:00 AM
From: SeaViewer	Read Replies (2) \| Respond to of 132070

The trend, of course, is not positive. Our trade deficits are soaring at the highest levels and rates ever. I saw news that the US trade representative is urging China to join WTO. I remember about ten years ago, China was begging to join WTO and was denied repeatedly by US. So about 4-5 years ago, China declared that joining WTO was not the priority, and insisted to be treated as a developing country if it was accepted. So I am very surprised by this news. And I am even more surprised by the words used by the representative, i.e. "if China is not joining now, the window is closing." I guess a trading war is brewing. This time US is picking China, instead of Japan. Just my opinion. Jeff