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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (79353)	4/12/2000 12:29:00 PM
From: cardcounter	Read Replies (1) of 132070

MB, howdy.. How soft are PC box sales? I'm thinking of shorting some INTC, AMD and TXN due to slower PC sales and continued softness in the upcoming months... I realize these guys get revenue streams from non PC sales (ie the "hot" telecom equip/consumer products, etc) but I think there should be strong correlation to box sales. Also, at what point does MSFT become a buy? Obviously affected negatively by slower pc sales and court rulings... What's your take? If you've already opined in length on these subjects... just lemme know and I'll get off my lazy @ss and check the thread.... BTW: If you like Enron field, you should buy some ENE to hedge out the $5 beer, parking costs, other gameday expenses... :)

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