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

To: Knighty Tin who wrote (68795)10/7/1999 3:22:00 PM
From: Joan Osland Graffius  Read Replies (1) | Respond to of 132070
 
MB,

Do you think Rambus has a liability problem..protection by bankruptcy or some silly thing like that. <ggg>

Micron looks pretty today.

Joan



To: Knighty Tin who wrote (68795)10/7/1999 6:14:00 PM
From: TRINDY  Read Replies (1) | Respond to of 132070
 
MB--With the recent runup in tech stocks, I have been thinking about shorting Dell and GTW. Would feel more comfortable with Dell up around 50, but GTW above 50 looks ripe to me. Given your information and insights, I was wondering if you have a shorting strategy on the boxmakers. Also, are you a subscriber to Fleckenstein's "nuclear winter" hypothesis on the boxmakers? Thanks in advance.


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