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Politics : Ask Michael Burke
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To: molemania who wrote (210)8/1/1996 11:34:00 AM
From: Pankaj Tandon   of 132070
 
Michael,

I just found this thread today, and find it very interesting. Would you please let us know what you think of semi-equipment companies right now? I take it you think they have a long way to go down (since the mother of gluts is on its way); are you shorting them (or, given your style, buying puts)? Any info on how you are playing this industry would be appreciated.

Thanks! Pankaj
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