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Politics : Ask Michael Burke
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To: Bobby Yellin who wrote (46)7/23/1996 11:52:00 AM
From: Knighty Tin   of 132070
 
Bobby, A big negatory on the internet and intranet products. Though I still don't like the semis, I think the stocks that are connected to "net" in any way are much more overpriced. Names like Ascend, Cascade, Oracle, Picturetel, and Shiva lead my hit parade of put candidates. It is not that I don't believe they have a future. It is just that they are overvalued and the margins cannot hold at current levels with the competition heating up. Investors just love them too much for last year's growth. MB
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