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

To: Knighty Tin who wrote (25907)	2/10/1998 5:35:00 PM
From: Knighty Tin	Respond to of 132070

To All, Portfolio notes: 1. Amat told some of the truth today. CNBC is touting it as old news and already in the stock. Buy more puts on any runup in this overpriced stock just heading into its down cycle. 2. Coherent Communications is up a lot lately. I took a third off today and still hold a 2/3 position. 3. IBM talked about services at a tech conference today. They stampeded the herd, because that part of the business is doing ok. They forgot to mention that it is still growing at an ever slower rate of growth. And they totally ignored the story on Dow-Jones about how their hardware business in Asia was going to hell in a handbasket. Buy puts as this turkey moves within triple digits. Good luck, MB