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Politics : Ask Michael Burke

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To: GuyNixon who wrote (30707)	8/7/1998 12:17:00 PM
From: Knighty Tin	Read Replies (2) of 132070

Guy, I like the chip equipment cos. Novellus is one of my favorites, but AMAT is one where I have more respect and I buy puts slowly there. For a complete list of my technology puts, see techstocks.com. That list is pretty current except that I wouldn't start a Ciena put program any more at these levels. The bull run has extended far beyond my predictions, if you mean the market. If you mean the chips and chip equipment cos., I think they are all nearing their peak of manipulation. AMAT's report will probably be the last piece of "news" that can be spun positively, and then the "turnaround" will be seen to be another bull trap. So, I suspect the best time to load up on these will be from about Aug 12 to the end of the month. MB

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