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

To: Knighty Tin who wrote (37093)	11/20/1998 6:38:00 PM
From: valueminded	Read Replies (1) \| Respond to of 132070

Mike: I find myself with mostly cash and a few stock positions. I am looking for a few positions to start but since the market seems to have no sense of value I am obviously very concerned. What would you recommend for 2nd thirds these days ? I prefer something which has free cash flow equivalent to at least 20% of net capitilization. Thanks On the flip side, it appears I loaded up on my puts too soon. I will await till December before adding any more. Finally, would you do credit (bear spreads) at these levels to augment the interest rate returns. If so which do you recommend. (Micron / Gateway / Novellus in the March to May timeframe ?)