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

To: Alohal who wrote (57189)	4/23/1999 9:17:00 PM
From: Eggolas Moria	Read Replies (2) \| Respond to of 132070

The third possibility is that Earlie is an independent technology analyst who publishes a subscriber paid analysis using financial statements of technology companies. Oh look, click on his name and see what's there. Now let's see. Earlie's business is to sell a publication devoted to technology trends and his business is to analyze technology company financial statements. I suppose it wouldn't be out of the question then that he'd want to publicize his business, perhaps by showing investors some of what they would get in the publication? Oh, no, of course not. There must be some other nefarious reason. Of all the blind . . .

To: Alohal who wrote (57189)	4/25/1999 12:04:00 PM
From: Earlie	Read Replies (2) \| Respond to of 132070

Alohal; I note that you did not respond to my questions. The stock is up by 400%, and both the revenues (up a bit over 3% per annum - wow!) and the profits (up even less) are going nowhere. Tell me what you think is driving the stock price up other than mania conditions? I'd also appreciate your views on IBM's falling cash, rising debt, and diminishing shareholder equity. You and I both know why this is occurring,....to buy back close to $2.0 billion worth of stock per quarter. If you don't see this as a scam, then there is very little I can do to assist your understanding. Incidentally, I did try to ensure that a somewhat broader audience than just my confreres on SI were provided with a more detailed dig into Louis' accounting and I do think I did them a favour. Your last post had no counter comments to the significant issues I raised in mine. Let's have your points, as opposed to a bit of ranting. I have not been short the stock during the lengthy rise, preferring instead to whack weaker targets. After last week's madness though, I am lusting after IBM put options. Earlie