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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (69998)	11/3/1999 4:50:00 PM
From: TRINDY	Read Replies (1) of 132070

Michael, Help me out here. We have talked about the box makers, but at least they have some trailing earnings. The semiconductor stocks are obviously on fire and I cannot understand why. "Chips are going to be in everything" syndrome is all that I can see. Right now I'm feeling pretty stupid selling LRCX last month. My question is, do you see long-puts in the semi's and possibly the SOXX as an operating strategy sometime in the near future? Also, do you have any recommendations for books to read on options? Someone recommended a book on LEAPS by Harrison Roth to me. Thanks, as always.

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