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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (44366)1/23/1999 7:17:00 AM
From: valueminded  Read Replies (1) of 132070
 
Mike:

Given your comment:
<. But the real test, IMHO, will be 1Q for the component geeks. My guess is nary a thing will be ordered this quarter given the glut of boxes. I expect to hear announcements to that effect soon.>

Are you buying (or have you bought) puts on some of these component suppliers. And which ones would you consider if I have none at this point ? WDC ?

thanks
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