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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (34059)10/16/1998 4:25:00 PM
From: Dushyant Narayen  Read Replies (1) of 132070
 
Michael -
Given the Fed easing and (somewhat) decent earnings from
the tech sector recently, are you looking for the semis/
semi equipment guys to rally from here through '99, stay
flat or decline ? Please comment on the different groups
of semi manufacturers viz the processor guys/memory/logic
etc.
Thanks very much,
Dushyant
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