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Politics : Ask Michael Burke
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To: John Tais who wrote (391)8/9/1996 1:01:00 PM
From: Knighty Tin   of 132070
 
John, I have a very small position in Cascade. It is 7 percent below its all-time high and I would like it to break new ground before I get too serious. But the boxmakers look like the golden lock this cycle. Even more so than semis. They are all near their highs while business is going into the tank, and very few notice it. What more could a bear want? BTW, check German pc growth this quarter. Then, look at the growth in Italy. Oh, yeah, Europe is going to bail them out this year. Not! -g- MB
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