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

To: valueminded who wrote (33981)	10/15/1998 3:12:00 PM
From: Knighty Tin	Respond to of 132070

Chris, I like Novellus better than Amat for puts right now. Worse co at a higher price. I hate the druggies with a passion. But the DRG puts have gotten so pricey, which doesn't bother me because I am long some, that any new purchases will be in individual names. Warner Lambert and Novartis are my favorites. I think the financials have to consolidatet their losses and will hold here for awhile. I am hoping for a rally, but I've already taken the lion's share of put profits in the group. It will probably be like the SRAM stocks. I made so much money on their collaps that I kept hoping they would bounce. But you can't be too greedy. I am just moving on to more overpriced issues. MB