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Politics : Ask Michael Burke

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To: Paul Moerman who wrote (273)8/3/1996 6:28:00 PM
From: Knighty Tin   of 132070
 
Paul, I replied in detail before and the submit wouldn't submit. My other replies went off like a dream, so I figure it is you the machine hates -G-. Let me tell it in summary and I will add more details later if this note takes: I own the exact same Atmel and MU puts. I like Dell for downside, but I think Compaq and Gateway are better choices. BTW, see this week's Barron's. The Ableson piece discusses the bear case on PCs. I hope it doesn't send all the prices higher before you get in. I like to use a 95 percent cash, 5 percent options system for new options investors. As you get a lot of success under your belt, you can move to 90/10. With a smaller amount of money. a one half system may be better than a one third system. And you will have to keep diversification to a minimum. But you can play the game and as your assets grow from successful trades, move the parameters. Good luck, MB
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