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Politics : Ask Michael Burke

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To: Jorj X Mckie who wrote (38383)	12/7/1998 11:31:00 AM
From: Knighty Tin	Read Replies (1) of 132070

JXM, I think the Xmas lies have already peaked and the semis have definitely responded to them. I don't sell short, too dangerous, but I do buy puts. I plan to reenter AMAT puts soon, though I think Novellus has the better downside potential. MB

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