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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (68795)10/7/1999 6:14:00 PM
From: TRINDY  Read Replies (1) of 132070
 
MB--With the recent runup in tech stocks, I have been thinking about shorting Dell and GTW. Would feel more comfortable with Dell up around 50, but GTW above 50 looks ripe to me. Given your information and insights, I was wondering if you have a shorting strategy on the boxmakers. Also, are you a subscriber to Fleckenstein's "nuclear winter" hypothesis on the boxmakers? Thanks in advance.
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