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

To: Ramsey Su who wrote (56960)4/22/1999 12:40:00 PM
From: IceShark  Read Replies (1) | Respond to of 132070
 
Ramsey, Mr. Ponytail is going to be on CNBS tonight to discuss things. I don't think he would have agreed to step up to the camera if things were dicey. So my take on it is the risk is very high to short or poot into the close. They have a lot of accounting honey pots they can tap into with YourWare, Country Stores and the prior writeoffs on acquisitions. -ng-



To: Ramsey Su who wrote (56960)4/22/1999 1:46:00 PM
From: Earlie  Read Replies (1) | Respond to of 132070
 
Ransey SU:

I try to avoid suggesting what others should do in their trading/investing, but I agree with your point of view entirely. If GTW provides decent numbers tonight, it will be an accounting tour-de force that does it. I'm a relaxed admirer of their puts, whenever the premium is not off the graph (and they are not half bad now). I expect mild disappointment in spite of sharp accounting.

Best, Earlie



To: Ramsey Su who wrote (56960)4/22/1999 5:15:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Ramsey, Gateway is different in that they are mostly consumer, so they aren't going to be hit with as many corporate IT funding lockdowns as a Compaq or a Dell.


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