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Politics : Ask Michael Burke

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To: Zeev Hed who wrote (77613)	3/11/2000 8:32:00 PM
From: Earlie	Read Replies (1) of 132070

Zeev: See my earlier post re Micron. We think alike on that one. (g) I agree with your views about the probability of a bit more upside on RMBS, but once the stock split is behind us (and it has been touted for weeks as a whisper) there will be more of an inclination to lock in the profits (sell half, keep half etc), so that is where I'm thinking of becoming active. I'm looking forward to the "warnings" crank-up in tech land. It should start this week. There will be plenty of them. I'll watch to see how the crowd views the bad news before acting. They've ignored plenty of bad news from some tech firms while crushing others. Not worth the risk to me (in this mania). In a more normal market, it would be a "no-brainer" shorting situation. Best, Earlie

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