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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (501)	8/15/1996 11:01:00 PM
From: Grant R. Cynor	of 132070

Michael, I think my post from last night got lost. I was interested if you remember how badly the PC makers stocks got hit, when Toshiba started slashing prices. The point I'm after is that I assume the bulk of the Revenue to the PC guys is from the boxes, not portable sales. Therefore, if there is trouble in box-land, then the stocks should fall more than last time. Way, way out of the money puts then may be an interesting play.

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