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

To: Knighty Tin who wrote (48653)	2/24/1999 1:27:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

I didn't know you sold the CPQ April 40's. Makes me feel good that you would buy Aprils now, though ... ditto on DELL.

To: Knighty Tin who wrote (48653)	2/24/1999 4:06:00 PM
From: Stefan	Read Replies (1) \| Respond to of 132070

Who whispers into your ear Michael? I want here to whisper into my ear even if she is old and ugly but makes good calls on DELL.

To: Knighty Tin who wrote (48653)	2/24/1999 4:15:00 PM
From: valueminded	Read Replies (1) \| Respond to of 132070

Mike: It seems that on good days, the commodities dont do as well as the techs and on bad days they tend to do worse. Speaking from observing and owning (slb, fcx, abx, nem, flc, arc) Arco, definitely has me concerned. It seems to fall on days the market is up, and fall on days the market is down. (Not the best sign imo) What is your take on Arco. ie are you looking at a second third ? It has declined substantially since when it was first mentioned but after evaluation, it would seem to have a lot further to decline at this juncture. Maybe down into the low to mid 30's Looks like someone doesn't like bonds at these levels.

To: Knighty Tin who wrote (48653)	2/24/1999 4:52:00 PM
From: wlheatmoon	Read Replies (1) \| Respond to of 132070

Michael, Thanks for the heads up on your puts. I've got some similar puts in place, but probably at a bit more expensive price. If I lose these puts, I'll at least have some company. You know what misery loves. mike