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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (65434)7/28/1999 4:13:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
mike, kip said inventory levels are "lower." i don't think it means a d*mn thing other than an attempt to manipulate the pea brained...



To: Knighty Tin who wrote (65434)7/28/1999 9:16:00 PM
From: valueminded  Read Replies (1) | Respond to of 132070
 
Mike:

<its like a coin flip> I guess that answers my question. I was hoping for some pearls of wisdom as to the best way to guess the coin flip - even if we know which way it will eventually land. (and I think your answer was no way to know which way it will flip intermediate but bet on the final landing) yes/no

Also, since it is impossible for me to lay as many bets on the tables as their are weak stocks, I have decided to concentrate on what I consider the most overvalued in each particular area. I would appreciate your thoughts on likely put candidates (ie most overvalued) in the semiconductor equipment area, communications and networking, financial and retail areas. My personal opinion is mu for semiconductors, dell for pc mfgs and ebay for internets

thanks