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

To: Knighty Tin who wrote (47665)	2/17/1999 5:02:00 PM
From: HML04	Read Replies (1) \| Respond to of 132070

Michael, You mentioned you like closed end international funds. What ones do you have in mind? I'm thinking about Korea (to catch the demand and price increases in DRAM) and Japan (I believe eventually the Japanese have to dump US T-bill and start buying back their own shares) I believe Nikkei has good support around 13800 and that due to huge current accounts surplus on both countries, their currencies have to appreciate in long term. Therefore, I'm looking for country funds for these two countries with NO currency hedging. Comments?

To: Knighty Tin who wrote (47665)	2/17/1999 5:27:00 PM
From: Mama Bear	Read Replies (1) \| Respond to of 132070

Michael, is it time to buy the dip yet? <g> Barb

To: Knighty Tin who wrote (47665)	2/17/1999 5:37:00 PM
From: gnuman	Read Replies (1) \| Respond to of 132070

MB: re HWP I thought this was interesting. <<GRENOBLE, France -- Hewlett Packard is redefining its strategy in the highly commoditized PC market, shifting its emphasis away from product development and toward more intangible offerings such as "customer intimacy" and "trustworthy Pcs......... In addition, the company will begin offering its Brio line of small business desktops directly over the Web in coming months." >> infoworld.com A lot of subtle messages in the article.