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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (401)	8/10/1996 1:01:00 AM
From: Amir Shalit	of 132070

Mike, if your 5 year prediction is correct, the best play will be the semi equipment cos. (it also was the best play over the last ten years). They should gain the most from unit growth regardless of margins on the chips (as long as the chip cos. can make some money). You also can't find too many fly by night equip. makers like OAKT, CRUS or CUBE (actually CUBE is getting into systems that may provide for more stable growth). I know the timing can not be right as long as Micron is trading at 25. Maybe when they hit a single digit it becomes a buy signal. Really, I shouldn't use any technical indicators based on MU, even Hirsh didn't work this time. Amir

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