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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (76516)2/24/2000 8:43:00 PM
From: yard_man  Read Replies (1) of 132070
 
but it is so expensive to play RMBS -- what do you do? Just buy fewer puts per position when they are so expensive. All the semis are way overpriced and all will get whacked together at some point won't they?

If so, might'n one find more leverage by looking at something less than the chief bloatee? <g>

What do you think of XLNX's valutation?

Also, in the 95 debacle -- which got hit the hardest first -- semis or semi equips?
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