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


To: Knighty Tin who wrote (46152)2/8/1999 7:18:00 PM
From: Dushyant Narayen  Read Replies (1) | Respond to of 132070
 
Michael -
All that remains to happen is for you to capitulate now and go
long on semis and semiequipment stocks - following your former
buddy Tommy K. who seems to have done so. I'm amazed that semi
stocks, and especially processor stocks, were up so big today
after AMD's announcement and Kurlak's downgrade Friday. At this
point, what do you think will make these stocks retreat - expectations are quite low and it seems hard for anyone to disappoint.
This market, and especially the tech sector is just unbelievably
resilient - even Ralph A. couldn't bring it down -
Regards,
Dushyant