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


To: Knighty Tin who wrote (30017)7/20/1998 2:59:00 PM
From: michael c. peterson  Read Replies (1) | Respond to of 132070
 
MB, I know you advise against shorting most techs,but I couldn't resist shorting Solectron(SLR) avg.$40 its now $53. I thought I did the work on it but I must have missed something.Inventories up,cash lower,insider selling,flat margins,SEA & South Amer exposure 25%. If you have time could you take a look at it for me.Thanks MP