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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (82199)	7/9/2000 12:14:11 PM
From: re3	Read Replies (3) of 132070

Mike one thing that puzzles me about the mkt action in the year 2000 is this : -the dot com and b2b stocks have had a reality check -the biotechs have had a reality check (although now i - agree there are some interesting values and opportunities) -the pc stocks have had SOME hits (although i noticed dhell crawled back to 50) - qcom is down from 200 to the 50's why are the chippies so IMMUNE from any sort of a reality check ? why wouldn't barrons (who imo has done the investing world a great service by at least offering some contrarion thoughts and articles like the b2b's running out of $) or someone do a similar piece on the chippies ? (i remember years ago a very negative article on mu in barrons, gosh golly i shoulda bought some then !)

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