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


To: Skeeter Bug who wrote (55118)4/7/1999 10:56:00 PM
From: BGR  Read Replies (1) | Respond to of 132070
 
Skeeter Bug,

The first point is probably true, but I am not at all sure of the second point. Besides, to reach any conclusion regarding the h/w numbers you need the breakup in point 2.

Also, neither indicates such a doomsday scenerio for h/w companies which are increasing market share which warrants buying puts, IMHO.

BTW, did you get your DELL puts at 45? ;-)

-BGR.