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Politics : Ask Michael Burke

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To: zsteve who wrote (60893)	5/27/1999 5:18:00 PM
From: Earlie	Read Replies (1) of 132070

Zsteve: Per their report, IDC thinks semis have a wonderful future ahead of them,.....so long as certain of their assumptions hold true. The assumptions are a bit weak to say the least. I suspect this is part of what has shaken our favourite a bit. $40 looks like a tough level to crack and a good place for a new addition to the put portfolio. Fred had it right,..."the gift that keeps on giving". (g) Best, Earlie

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