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Politics : Ask Michael Burke

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To: Earlie who wrote (24709)11/23/1997 9:07:00 PM
From: Skeeter Bug  Read Replies (1) of 132070
 
earlie, i agree with your tech sentiment. supply is overwhelming demand everywhere in the pc sector and the it is getting worse. much worse.

however, some companies can prosper. swtx is one, imho, and a smart long. i also believe nfli - a mlm company is a good risk at its current levels. gems and a few bios look real good, too. genzl, lgnd and gztc.

i do agree that it will be more difficult to make money long when 99% of the tech arena melts down. but not impossible.

my investment style right now is to always have a solid put position in place on at least one overinflated weak sister (micron) and maybe two (heaven's gateway 2k). my longs are strategically place for maximum return even in a down market. i buy cheap, though.

it will be interesting.
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