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Politics : Ask Michael Burke

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To: Pankaj Tandon who wrote (216)	8/1/1996 11:54:00 AM
From: Knighty Tin	of 132070

Pankaj, I am not playing the equipment companies right now. They have come down a long way and I'm hoping for some sort of bounce before I buy in. Also, the equipment b to b is still great, so maybe we'll see some nice eps soon to help me get in at a better price. In general, I like the equipment cos. longer term and think they are good firms. I'd rather buy puts on the chip companies which are dying first and harder and are not such great companies. MB

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