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

To: Knighty Tin who wrote (48275)	2/22/1999 12:51:00 PM
From: Don Lloyd	Read Replies (2) \| Respond to of 132070

MB - The 3/8/99 print copy of Forbes has a bearish article on Dell, but it is apparently not included in the online version. "Nothing can compound at 50% per year forever, not even mighty Dell." "...led.. world wide market share to decline for the first time in years, to 8.3% from 9.1%." "But as soon as a Fidelity Investments decides that the growth is slowing and starts to sell, watch out." - Ashok Kumar --A La Jolla, California stockbroker and his wife control some 550,000 Dell shares with a staggering $20 million in margin debt. -- Regards, Don

To: Knighty Tin who wrote (48275)	2/22/1999 1:07:00 PM
From: Mike M2	Read Replies (2) \| Respond to of 132070

To all, nice article on inflation. gold-eagle.com One major problem with current economic thinking is that its definition of inflation is limited to increases in product prices. The Austrian school of economics sees inflation as an increase in money and credit beyond the supply of available savings and the needs of economic activity. Mike

To: Knighty Tin who wrote (48275)	2/22/1999 1:49:00 PM
From: Robert	Read Replies (1) \| Respond to of 132070

MB -- I was wondering what you make of the recent trading in our favorite straw man, MU. I am banging my head against the wall in frustration for not having sold my April puts 8 points lower (and only 3 trading days ago!), but I can't shake the feeling that a big tech drop is imminent. I thought DELL would provide the catalyst for the drop (not even the BK, but just some kind of brutal drop in tech land, even if it is short and sweet), but no dice. I am frustrated and more than a little flabbergasted that we are back to biz as usual in the LSD land of the bulls. I know this probably belongs on the Myth thread, but VALUATION IS A MYTH. <nfg> Any thoughts on when we might see some semblance of a little rationality in MU and the other techs? TIA -- Robert

To: Knighty Tin who wrote (48275)	2/22/1999 1:56:00 PM
From: Tommaso	Read Replies (1) \| Respond to of 132070

If you are buying puts, today is a nice Monday to do it. I got my Sch 40s of 2000 at 2 1/4 and doubled the order and got more at 2 1/8. That was the offer a few minutes ago. Seems pretty good to me--no expiration for nearly eleven months and they were selling 35% higher just 2-3 trading days ago.