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Politics : Ask Michael Burke

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To: Amir Shalit who wrote (31709)	8/27/1998 5:20:00 PM
From: Knighty Tin	Read Replies (2) of 132070

Amir, MRV is one of my favorite networking cos. However, I think that industry is going to get hammered by Y2K problems. Long MRVC, short Cisco might be a courageous paired trade, but I don't think I would dare it. The market is too enamored with Cisco. So, a first third if you feel you have to own a tech stock, but other than that, keep the powder dry. We may get a bounce tomorrow, but I believe all phony rallies will eventually be selling/put buying opportunities. The game is over for bulls. It may not be smooth sailing for bears, but the bull game has hit the wall. MB

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