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


To: tony who wrote (28412)5/22/1998 4:01:00 PM
From: Knighty Tin  Respond to of 132070
 
gs, Amat, Txn and Nvls are certainly down from their pollyanna highs, but nowhere close to their fair value. I also like to get top tick, and have on many of them, but these cos. have a long way to go to reflect the reality of their markets, or lack of same.

Now, the question might be, why not go after the internet stocks, which are over the cliff running on air like the Coyote? I have no problem with that, but I don't know when their fundamental problems will be understood by the investing public. Most of the cos. I mentioned are already in trouble and folks are still dreaming of a return to their past highs. I think that is an easier play right now.

MB