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Politics : Ask Michael Burke

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To: valueminded who wrote (28789)	6/3/1998 12:42:00 PM
From: Knighty Tin	Read Replies (1) of 132070

Chris, I prefer to go after the overpriced and the weak sisters. This would include IBM and GTW, and once included MUEI which is now too absolutely cheap to play (it is still overpriced, but there isn't enough cliff under their feet for my druthers). Compaq is not on my list now because it is not that weak and not that pricey. Dell is one where I am still hanging back, because Mikey is still saying silly things in the press about the wonders of his company's growth. So, I don't want the index, fearing that Dell and Compaq could hang flat and maybe even tick up on the touts they release. With IBM and GTW, they also put out suspect reports, but they aren't as well believed as the evidence against them is so strong. MB

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