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Politics : Ask Michael Burke

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To: langdon nelson who wrote (313)	8/6/1996 1:03:00 PM
From: Knighty Tin	of 132070

Langdon, I don't know Auspex. Oak is one I have bought puts on in the past and it was a big winner for me. However, it is down to near what I consider fair value right now. The problem is that they are a small player in a field where The Wintel Monopoly is establishing itself. I don't really see a long-term future for CD-Rom controllers. So, in many cases, I would say it's been down so long it looks like up to me. But for this one I see little upside longer term as its basic business is under attack from mighty predators. I think OAKT has had its 15 minutes of fame. Good luck, MB

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