Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Knighty Tin who wrote (54033)	3/31/1999 10:31:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

mike, xlnx is looking fat and happy again ;-)

To: Knighty Tin who wrote (54033)	3/31/1999 11:12:00 AM
From: Earlie	Read Replies (1) \| Respond to of 132070

MB: Now how did that word "other" sneak into the quote? (BG) best, Earlie

To: Knighty Tin who wrote (54033)	4/1/1999 9:59:00 AM
From: Knighty Tin	Read Replies (10) \| Respond to of 132070

To All, Some minor changes: 1. I have changed my allocation to 90% long stocks in the capital appreciation portfolio and 10% in 90/10. I have eliminated the income portfolio as it is complicated and gives me headaches. I am only going to buy winners that are guaranteed to go up in my new cap app weighting, names like Coke, Atmel, Compaq, Integrated Silicon Solutions, Cendant, Western Digital...whoa, wait a second. Those were 1995 stocks guaranteed to go up. I am buying 1999 stocks guaranteed to go up, Microsoft, Cisco, Dell, AOL, Lucent, Citigroup, Schwab, etc. 2. The 90/10 will be 90% short puts and 10% invested in a rock solid hedge fund, LTCM. The performance since October has been spectacular for LTCM and I want in on their secret. I have apologized to Dr. Scholes for criticizing him when I didn't know any better. Besides, he makes the world's best foot powder. 3. I will take a position at Micron Technology that has two major tasks. I am going to help Steve overcome his roid rage in the mornings. I have found a stuff piledriver before starting the work day takes the rage right out of effete business types. We cannot have him punching out CEOs at other great new pair of dimes firms. In the afternoons, I will try to keep JR in line. He has been shouting that "we are now a computer co." And, "Microstamp is the co's future" long after those slogans have ceased to be acceptable company mantras. The old dude is a bit past it. We have to teach him how to say, "hot, damn, starve a Korean." 4. These changes are caused by my recent engagement to Maria. The dough-eyed money honey has won my heart and I have finally convinced her to dump the loser she'd been seeing. I had to promise to give my long term main squeeze, Abby Jo, the heave ho. No more supertanker MB tieing up at her dock. Joe Battapaglia will be best man, Ralph Acampura the ring bearer, and The Beardstown Ladies, if they can get their electronic ankle cuffs removed for the day, the flower girls. For any who still do not understand my change of heart, check the date. MB