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

To: Knighty Tin who wrote (39175)	12/12/1998 1:42:00 AM
From: The Perfect Hedge	Read Replies (2) \| Respond to of 132070

Mike- I didn't get a chance to buy CDWC or MU puts!I'm NVLS Mar's at 1 1/8!Does the discipline of the 3rds approach say no more puts unless they can be bought cheaper than the previous 3rd?Some of your picks still could fall a long way and I'd hate to miss out but I guess greed is the trap here,huh? Thanks for posting your Mar NVLS put pick........ B*

To: Knighty Tin who wrote (39175)	12/12/1998 7:30:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

mike, hey, bilow, an opinion i respect, said that his company was gladly switching from altr to xlnx due to xlnx's new product line - even though it was a costly switch. in that vein, maybe altr is a better downside candidate as they may be losing market share in aweak environment. in addition, altr is right up near its 52 week high... Message 6760221 >>I just took a good look at the latest XLNX Virtex parts for the first time. They are so much better than ALTR that there really isn't a comparison. The place I'm consulting at has been an ALTR house for about 5 years, and today they are switching over. This is being done in the face of having to switch tool sets and everything. The basic problem with ALTR is that the new 10KE parts are mostly vapor-ware, and are much slower and smaller than the parts XLNX is already shipping. The decision to switch wasn't hard to make.<< mike, btw, i expect more out of frank cappiello than that, too.