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

To: Knighty Tin who wrote (49254)	2/28/1999 1:17:00 PM
From: scaram(o)uche	Respond to of 132070

MB: Lots of signs that VCs are ready to push their second-generation genomics picks. Any feel for life in the second- and/or third-tiers? Rick

To: Knighty Tin who wrote (49254)	2/28/1999 1:36:00 PM
From: Tommaso	Read Replies (3) \| Respond to of 132070

Today's papers are full of ads flaunting the Pentium IIIs. What about all those other machines that were advertised last week? I was back in the CompUSA store yesterday, and what seemed mainly to be choking aisles were monitors. What do we make of that? I have never seen such a mess of stuff stacked around. I guess the warehouse is full? Or did they expect all these new machines to levitate out the door? Despite all the signs and the growing consensus in the media that the markets have to come down, I am feeling healthily scared about my put positions--partly because I am now at a profit level that I had planned originally to get out. But all these things still look terribly overpriced, and MU and INTC have just begun to drop in a convincing way--with SCH and PVN actually up. With the big bounce in AMZN I re-established there, and am holding YHOO, AOL, DELL, and a pretty small XLK put position as well as shorting that index. So I guess I will tremble and hold, though with gains this is getting to be rather too large a portion of net worth to have in options.

To: Knighty Tin who wrote (49254)	2/28/1999 4:52:00 PM
From: Robert	Read Replies (3) \| Respond to of 132070

MB -- As you would say, I am giving SCH the big-time "dirty eyeball." I was stunned when I pulled up the insider trades and saw how many shares Chuckie Cheese and the rest are dumping! Talk about Le Deluge! P/E of almost 88, at its all-time high! I just don't understand what keeps that pig levitating. Well, I guess we should thank our lucky stars. But it really is scary, that "investors" are bidding up the sucker like they are when the co. simply processes trades. And they are not even the low-cost provider of THAT service! Time to add a third . . . What strikes, months have you grabbed? TIA -- Robert

To: Knighty Tin who wrote (49254)	2/28/1999 6:21:00 PM
From: novice investor	Read Replies (1) \| Respond to of 132070

Hi Michael, I believe you mentioned possible benefit to MU from the Korean strikes? What do you think of this article? ebnews.com Thanks, NI

To: Knighty Tin who wrote (49254)	3/1/1999 8:22:00 AM
From: Activatecard	Read Replies (3) \| Respond to of 132070

MB/Earlie Sorry to inform you and Earlie that there is really no PC glut or slowdown. Smart fella on CNBC just said that the slowness is of course to be expected as everyone was just waiting for the PIII.-g- Steve