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Politics : Ask Michael Burke

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To: James F. Hopkins who wrote (25029)	12/10/1997 6:56:00 AM
From: Ralph Bergmann	Read Replies (2) of 132070

"Earlie; IBM will be the tip off, her and MSFT..they have such a huge market cap, that the day they start falling off early on, or ( open way down ) like ORCL did today..you will be able to short or buy putts on just about anything you can find. Just have some dry powder. A big drop in any of the Huge Caps like them will take the whole market down. I have my eye on ten stocks, not the index.. ALL of the 10 have over 100 billion in maket cap each let any one of them dump like ORCL did today, and blood will run in the streets. ORCL is small stuff to these guys" Thats exactly my belief. The day when msft misses the earnigs forecast by one cent we will see a downturn if not a crash. Msft is a synonym for the economical sucess over the last years. If msft falls the whole market will fall. By the way IMO the day is close. There is siginificant insider selling of msft (see: insidertrader.com. I will be cash in January. Regards Ralph

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