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

To: Howard Henick who wrote (34134)	10/18/1998 1:24:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Howard, I like long puts and don't like short sales. Also, I absolutely consider the top tier (if there is such a thing) internet stocks the most vulnerable. But assuming we are talking long puts: 1. Excite has nothing other than a huge capitalization. Zilch. The eps are a total joke. I don't know whether you consider it second tier or not, but, as a user, it is second rate. 2. Broadcast.com does have something, but not enough for its price. Sadly, it has no puts yet. 3. Take a good look at the WXI index, a smaller version of the IIX. That may be the way to play this. 4. E-Trade is already down a lot, but they will suffer terribly in the BK, maybe go belly up. I'd wait for a rally over $20, but it is definitely a loser. MB