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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (76730)2/29/2000 11:18:00 AM
From: Earlie  Read Replies (1) of 132070
 
MB:

Delighted to hear of your concentration on the Internet stocks.

Back in December, I made the point that as a group, they would make excellent Spring targets as a result of their "bet the farm" approach to Christmas advertising. As I surmised back then, most would need to return to Wall Street to refill empty treasuries, and that very few would be re-annointed. That whole scenario is playing out almost as was anticipated, hence the radars at this end are also aimed in a like manner. Trouble is, the screen is saturated with targets. (g)

Best, Earlie
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