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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (70665)	11/17/1999 7:22:00 PM
From: TRINDY	Read Replies (2) of 132070

Mike, thanks once again for a detailed response to my concerns. I greatly appreciate you clear writing and cogent views. It is comforting to hear that Hickey was, indeed, a tech bull and that while he may be suffering a little here that he has the will and the stamina to see this through. Also, he, as you, is conservative in his strategy, advising readers not to go short and to play LEAP puts. This is not a flamboyant "short the hell out of this ...." message. These views induce a degree of confidence. I still think am biased to short-term options as my thinking is that by February we will know a great deal about the extent of this problem. But, Hickey's play in LEAPS tells me that he is anticipating a sizable and long-lasting downturn. So, maybe I should put money on both of these horses. I would like to hear more about your strategies in these regards. I see today that AMAT and HWP posted better than expected results. This should fan the flames a little and give me some time to think out this situation. It is fun watching Dell trying to hang in there but being taken down a notch or two even in these crazy times. Thanks, again. Cheers!

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