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

To: valueminded who wrote (44395)	1/23/1999 2:41:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Chris, I have puts on MU, which is a major component maker and the most overpriced. The truth is, most of the component cos. are not pricey enough for me. I am hoping the disk drive makers will get there, but they are not there yet. I just see much more money to be made in the absence of business growth at the clomp em together cos. like Solectron, Jabil and Sanmina. Not only will the order flows slow there, but the oems are likely to come in for lower priced contracts this year. And these guys are selling at nifty fifty multiples. BTW, the proof doesn't have to wait. IDC is slowly but truly releasing the figures. Dataquest will be next. Have you noticed that bad numbers show up on weekends? <G> MB