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

To: Knighty Tin who wrote (73384)	1/12/2000 7:08:00 PM
From: valueminded	Read Replies (2) \| Respond to of 132070

Mike: I am considering establishing position in Micron but am somewhat concerned by the "prices of computers are going up" mantra. I looked at every source I have and was not able to verify. It does seem as if they have stalled, but certainly they are not going up at this time. My put list includes mu, hwp, ibm, xlk, intc, dell, cpq and gtw. I need to add from a different area possibly: ancr/jweb/mer/xlf. I would appreciate some or your recommendations in a different sector. Unfortunately, I do not have a position in SLR or SLE. Also, do you or anyone know of a broker who has decent rates on option contracts. Since I usually buy in lots of 2-3, I tend to get eaten on the commission costs. I had seen one somewhere that was 8$/trade but cant remember who it was. Also, in the interest of broadening my education, I would appreciate any books on futures/bonds that you would recommend. (Especially since you can get them for next to nothing using coupons and free shipping) thanks

To: Knighty Tin who wrote (73384)	1/12/2000 7:16:00 PM
From: gnuman	Read Replies (1) \| Respond to of 132070

Intc, the $64? Seem's like most of the prognosticators view the part shortage issue, (ie: GTW), as a demand problem, and from this conclude the quarter was outstanding. But was it really a supply problem? Seem's like I read all kinds of reports on supply shortage issues throughout the period; including an earthquake, imbalance in chipset supply, startup problems on CPU's, etc. Were all these issues resolved in time to save the quarter?