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

To: Knighty Tin who wrote (83515)9/7/2000 2:18:55 PM
From: ild  Read Replies (1) | Respond to of 132070
 
Michael,
I think we are seeing some slowdown in Internet growth and overbuilding of the infrastructure. Everyone is on Internet. Every company has a Web site.
Which companies will be hit when this becomes public knowledge? I think that WS favorites like CSCO will not go down much. We have seen that DELL still has P/E of 60 despite of lack of growth. Funds will keep buying CSCO, INTC, AOL, DELL with fresh money until BK hits. But pure Web hosting companies like your favorite EXDS could be hit hard.
TIA, ild



To: Knighty Tin who wrote (83515)9/7/2000 2:43:56 PM
From: Wildstar  Read Replies (1) | Respond to of 132070
 
Michael,
What do you think of ALLR as a straight buy right now?

Thanks as always.



To: Knighty Tin who wrote (83515)9/7/2000 11:25:45 PM
From: Franco Battista  Read Replies (2) | Respond to of 132070
 
Thanks, for the clarification. VERT was actually one of the stocks I looked into. Your strategy seems to work best when one does both spreads and reverse spreads. I am always worried about a market crash, in which case everything will get sold, including solid companies. The reverse spread would obviously reduce exposure to this unlikely but possible event.


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