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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (34158)10/19/1998 6:35:00 PM
From: Judy  Read Replies (1) of 132070
 
Mike, the drug sector may have limited upside now since the fear of reccession has been mitigated with the rate cuts. Previously the drug was viewed as reccession-proof, but now money may flow from this high PE sector into other sectors that were unduly beaten down.

Please post when you start buying puts on INTC. I'll be holding my trading INTC long until then. SHVA was between a rock and a hard place, and INTC did not overpay for it. I dumped SHVA in '96.
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