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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (39255)	12/13/1998 5:14:00 PM
From: Ramsey Su	Read Replies (2) of 132070

MB, just sitting here on a quiet weekend thinking about opportunities ahead. So far I conclude that the boxmakers are the best shorts coming up. Reason being that when this Christmas season is over, what are they going to say? If Christmas sales are good, then the question is who would be left to buy a new PC? If Christmas sales are poor, then the question is who would be left to buy a new PC? The ARP is so low already that when they start dumping left over inventory after Christmas, how low are they going? The only positive scenario is if Christmas sales ended up so strong that shoppers have to wait for delivery next spring. Not likely. If you agree with the above, what do you think is the best strategy to take advantage of this potential? Ramsey

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