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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (152)	7/29/1996 3:03:00 AM
From: space cadet	of 132070

Michael Cisco is going on the mat with IBM. I know both INTC and MSFT went up against IBM and were not found wanting but CSCO has yet to prove itself. I know one complaint on the CSCO thread was that the BAY merger was supposed to provide a real strong competitor to Cisco. It didn't, at least so far. IBM may prove harder. a) Do you think IBM will take Bay over, or someone else? b) Is either or both IBM and CSCO a put here? c) Can anyone stop CSCO? Also, while we are on puts, what do you think about this weeks Barron's article on a few shorts? Judging by the charts shown in the article, they look like pretty good shorts IMO. Of course, after the last few weeks, a lot of stocks look like good shorts-G (incidentally- is there any difference between a small g and G?). I would like to buy some good puts on the NYSE. They are so much cheaper than hi-tech. But people buy these stocks for their stability so they rarely fall very much, right? That's why the puts are cheap. We've seen the Dow go down but no swan dives, no CUBE's. Do you think any are coming in the staid NY stocks and the Dow?

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