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

To: James M. Belin who wrote (32513)	9/11/1998 11:47:00 AM
From: Knighty Tin	Respond to of 132070

Jim, Fred is a bottom fisher, but he hasn't bought yet. He is playing Novell based upon the fact that Microsoft cannot get its act together on the next version of No Tasks. I think the announcement by Compaq that they will share DEC technology with MSFT to make NT halfway decent hurts that thesis. Lam is basically a buy for its cash story. I don't have a problem with the vulture concept, but I don't find Lam compelling. Sybase is one I've played in the last year and did very well with on the upside. It is now near the old low and I think it has a chance for a Phoenix rebirth. Cabletron is a takeover story and one I think will happen. Fred mentions CPQ as a possible acquirer, but I think they have their hands full losing money on DEC. But CS fits for anyone wanting to go into competition with Cisco. I have no problem with any of these stocks on a relative basis. But, on an absolute basis, there is good reason to wait. MB