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

To: MythMan who wrote (60063)	5/20/1999 6:40:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

MM, My experience with AMAT is that they pretty much tell it like it is to shareholders, though that Morgan guy tends to spin a bit when he goes on CNBS. Chaste is a tough one. It is like an apple that is all shiny red on the outside and loaded with worms on the inside. I have no doubt that their derivatives position will eventually mean they have to be bailed out, as they have the sharpest risk of all the banks, both absolutely and % wise. However, until they are finally forced to admit that they are rotten to the core, the herd will be mesmerized by the shiny peel. So, I only buy puts after it has had a nice run. I'm not buying any again yet.