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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (198)8/1/1996 1:00:00 AM
From: Amir Shalit   of 132070
 
Mike, What I was asking was a bit different. You mentioned that
you started shorting Micron around 7/95. Since I didn't accept
the slowdown until 12/95, I was wondering what made you think
that the industry is facing a major problem back than.
If I analyze it today, Intel poor results in Q295 could have
been the first sign for problems.

P.S. Altera and Xylinx had a nice sucker rally (30%) over the
past two weeks. Would you consider puts at current prices ?
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