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

To: Knighty Tin who wrote (56854)	4/21/1999 11:41:00 AM
From: valueminded	Respond to of 132070

Mike: Thats because the people selling them are taking money from a baby <g> (Ok a big baby) As we all know, stocks only go up and when they go down, everyone will have plenty of warning. I figure a few more of these "down" head fakes, and everyone will have all their money "at work" Then when it goes down, their will be no one left to buy on the dips. Doesnt appear as if we are there yet. imo

To: Knighty Tin who wrote (56854)	4/21/1999 12:37:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

I liked this headline: biz.yahoo.com Compaq first-quarter profits match lowered outlook Hope your DOW puts kick ___

To: Knighty Tin who wrote (56854)	4/21/1999 1:20:00 PM
From: Activatecard	Read Replies (2) \| Respond to of 132070

MB, I don't quit understand the what and how of those Dow puts. Would you mind explaining how a Dow May 104 works. Thanks for your help! Steve

To: Knighty Tin who wrote (56854)	4/21/1999 4:09:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

Quit that! For goodness sake ...

To: Knighty Tin who wrote (56854)	4/21/1999 4:11:00 PM
From: sjemmeri	Read Replies (1) \| Respond to of 132070

What about QCOM?

To: Knighty Tin who wrote (56854)	4/21/1999 4:45:00 PM
From: yard_man	Read Replies (2) \| Respond to of 132070

cdw.com Comments. Uggh -- I had to buy a put today. Even sequentially sales are up and A&G expense steady after adding all those sales people?

To: Knighty Tin who wrote (56854)	4/21/1999 5:01:00 PM
From: SteveP	Read Replies (2) \| Respond to of 132070

MB et al, Did you see the IBM numbers? Earned $1.55 vs est $1.41. Not bad until one looks more closely at the numbers. Revenues are up nicely, ~14% I believe, but profits are up 50%. That's not quite kosher, right? Gross margins are down virtually across the board which also is kinda funny given the increase in earnings. So, where's the beef? Tax rate is down (32 % to 30%) and the number of shares are down. Long term debt is up. I think those are the salient pieces of info. So all in all, I don't think the report is as good as the earnings number initially indicates, but the question is how will the Street respond. My guess is that it'll be up 'cause all that people will see is that the earnings were significantly above the estimates. Your view? Steve

To: Knighty Tin who wrote (56854)	4/21/1999 5:15:00 PM
From: Cynic 2005	Respond to of 132070

From IBM report: -------------------------------------------------- Q1 1999 1998 Short-term debt $13,708 $13,905 -1.4% Long-term debt 16,285 15,508 5.0% -------- -------- Total debt 29,993 29,413 2.0% Book value per share: $19.44 $19.96 -2.6%

To: Knighty Tin who wrote (56854)	4/21/1999 6:35:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 132070

mike and all, does anybody have the article bookmarked that showed unit sales were up 1%? i hate to ask as i'm irritated that others who don't do research and aren't aware of what is going on question reality and demand sources they already should know. prove 2+2 is 4. ;-( however, someone might have easy access to it w/o digging much. tia...

To: Knighty Tin who wrote (56854)	4/22/1999 12:27:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

To All, Portfolio notes: 1. I rolled down my May 40 MU puts to May 35s. 2. I bought some Dell May 40 puts. I am at about a half position now on this dog with fleas. 3. Ancor be lookin' good today. 4. I liked Incyte's quarterly report, but the market hates it. I think this presents a buying opportunity, so I am buying a second third here. The reason for a loss is moving R&D inhouse instead of using the tracking stock scam. I think INCY has enough confidence in their R&D to want all the benefits kept in house. MB