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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (81403)6/3/2000 9:09:00 PM
From: valueminded  Read Replies (1) of 132070
 
Mike:

You buying puts yet. I will put my toe in the water on Monday with the financials as they are at all time highs, but other than that, I am holding off.
Intel is getting very tempting and I would love to put Rambus and Micron but man are they pricey. Any others you like ? In Fred Hickeys last letter, he mentioned the buildout of the ISP providers. It would seem that they may make a good opportunity given the expected competition in this area. (exodus is one that comes to mind)

thanks
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