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

To: Earlie who wrote (55762)	4/12/1999 6:40:00 PM
From: Michael Bakunin	Read Replies (2) \| Respond to of 132070

On a slightly different topic, how do you like these folks' analysis of IA-64: aceshardware.com I'm not sure they give quite enough weight to Intel's market heft, but I do suspect the article is closer to the truth than the Intel 'just wait 'til McKinley!' thread. -mb

To: Earlie who wrote (55762)	4/12/1999 7:12:00 PM
From: Freedom Fighter	Read Replies (2) \| Respond to of 132070

Earlie and Mike, >>Like both of you, I'm of the opinion that this thing is not going to end in tears, it is going to end in screams of anguish. To be blunt, I am more than worried. I suspect that this one makes 1929 look like a picnic.<< This may seem rather extreme, but I would not be shocked if this period took some small intangible toll on my health. It's not so much that I value money for the things it can buy. I do not. I value it for the freedom it can give me to lead a simple life doing the things I enjoy. I've been investing for a little over 12 years. In that time I've done extremely well investing by working my butt off doing research and self-educating myself in areas that I thought would be helpful. I'm close to being able to say good-bye to a career in data processing that I've disliked from day one. I see that freedom and happiness threatened by the potential fallout of a major bust that I can neither time nor quantify. So my frustration goes beyond dollars, intellectual satisfaction etc... It's correlated to my imminent ecstasy or lack thereof. It is difficult to put together an investment portfolio that one can be comfortable with while still generating returns that hard work should reward an investor with. The excesses "seem" so extraordinary and can play out so many different ways. I consider some of these guys on Wall St., CNBS, at the Fed, etc... to be irresponsible beyond my wildest dreams. I may not be right about everything or even most things, but anyone with one ounce of brains and a similar amount of integrity should be scared shitless about what's going on. Yet some of them actually recklessly promote it via their words and actions. (a lot of which is pure BS and not just differences of opinion) Anyway, sorry about venting. We are clearly on the same page. Wayne

To: Earlie who wrote (55762)	4/12/1999 7:25:00 PM
From: Lucretius	Read Replies (1) \| Respond to of 132070

I just hope I get one more shot at buying poots in the morning before this bucket of sh*t breaks wide open.

To: Earlie who wrote (55762)	4/12/1999 8:27:00 PM
From: gbh	Read Replies (2) \| Respond to of 132070

Earlie, and what do you think might trigger this catastrophy? Seems to me, that the dippers (me!) will be there down a 1000. And even heavier down 2000, and down 3000, fuggetaboutit. Imagine the buying ops at Dow 7300. Might even be enough to get you and Michael to go long <g>. Gary

To: Earlie who wrote (55762)	4/12/1999 11:46:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

Earlie - You might be interested in this discussion of CPQ and price protection, among other things. - fool.com "...This is because Compaq sucks up the price protection they offer distributors through a contra-revenue item, which flows as a debit straight down to net income and retained earnings. In the process of adjusting the balance sheet, a credit is taken to accounts receivables. You can look at it as an adjustment to past earnings if you want, too. Which means that Compaq's discussions of its business aren't meaningful, as far as I'm concerned and as far as I think they pertain to individuals. I've talked about this before when I've said they're somewhat dysfunctional. One quarter they talk about sell in and revenue growth, another quarter it's sell out and inventory levels, and some other quarter it's going to be hits on AltaVista.com and their shopping.com unit...." Regards, Don

To: Earlie who wrote (55762)	4/13/1999 12:34:00 AM
From: JBW	Read Replies (1) \| Respond to of 132070

Earlie, Couple the financial disaster with perhaps a drawn out war involving the Russians and you really have to marvel how the market continues its climb. Scary. JB