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


To: upanddown who wrote (34018)10/15/1998 6:53:00 PM
From: Knighty Tin  Respond to of 132070
 
John, I don't want to touch IBM until after they report their fantasy eps. Novellus looks good here. I hate the Terry Bradshaw ads, but I'm as likely to steal a nuke and hit their headquarters as I am to buy puts. <G> Citrix doesn't ring my bell either way. Providian really got a pop today and we know they don't deserve it. AG urging them to make more loans to folks who can't pay it back is not going to help their eps. Micron is always handy. But if I have to pick one bon bon in this candy store, I would pick Xilinx, the Lady Godiva of overpriced chip stocks. I think the rate cut will stampede the herd until about Tuesday, then we load up on some of these bowwows.

MB



To: upanddown who wrote (34018)10/15/1998 8:29:00 PM
From: yard_man  Respond to of 132070
 
Amazing there are still some consumer finance stocks holding that close to their highs!