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

To: Jess Beltz who wrote (40986)	12/26/1998 12:43:00 PM
From: Kerry Phineas	Read Replies (1) \| Respond to of 132070

Jess, I'm not going long anything till the bubble bursts. Regardless of whether an industry is attractive or not in your opinion, imo it should be hedged. Our market definitely has not discounted a lot of potential problems that may come up in the near future, and risky companies will sell off regardless of their prospects 3-5 years in the future. IMO. I think that whatever country has the next great easy money expansion will have the strongest technology companies in the next cycle. It was Japan in the 80s and the US in the 90s, don't think that is coincidence. Good luck regardless.