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

To: Knighty Tin who wrote (59028)	5/11/1999 12:40:00 PM
From: BSGrinder	Read Replies (1) \| Respond to of 132070

Michael, Do you ever play very short term puts to catch the down-side of an earnings announcement you believe will be unfavorable? For example, if you didn't already have puts on Dell, would you buy May puts, or play it a different way? Thanks, /Kit

To: Knighty Tin who wrote (59028)	5/11/1999 12:47:00 PM
From: BSGrinder	Read Replies (2) \| Respond to of 132070

Michael, Fred Hickey made a good case for HWP having a disappointing earnings release next Monday. What is the case for NOT pooting HWP? (I know you give them extra credit for their honesty.) Thanks, /Kit

To: Knighty Tin who wrote (59028)	5/11/1999 3:11:00 PM
From: Dushyant Narayen	Read Replies (1) \| Respond to of 132070

Michael - Any opinion on Cadence at this point ? Seems like they have taken their lumps more than the news would justify. Thanks, DN

To: Knighty Tin who wrote (59028)	5/12/1999 2:58:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 132070

MB Do you really think they are going to miss?! Michael DELL says that their quarter is very solid. Ashok Kumar says the "magic is back". Of course, Wall Street says show me the numbers. I have been long in DELL since early 1996. So I am doing OK. <g> techstocks.com You are a trader primarily while I am primarily an investor who also trades. JK