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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (35209)11/4/1998 1:19:00 PM
From: Giuseppe Scalamogna  Read Replies (1) of 132070
 
I agree that their bottom line is in effect impacted by crude but not to the extent that the "geniuses" on wall street have and continue to predict. Their main claim to fame is providing exploratory services and i don't see that cycling out heavily both in the short and long run. Perhaps though they haven't seen orders drop off because of the inherent lag of the investment cycle from services to production.

Also, how are you playing Ciena? I'm thinking out of the money calls spread across the second quarter of next year. I'm being a little bold in here and i'm long the stock as well which i may offset by selling some short-term calls. As always, your comments are greatly appreciated.

Thanks

GS
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