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Technology Stocks : Micron Only Forum

MU 226.65

-3.2%

3:59 PM EST

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To: Earlie who wrote (30636)	3/18/1998 9:14:00 AM
From: Thomas G. Busillo	Read Replies (1) of 53903

Earlie, I've always thought the funniest line from his "best of all scenarios" note was the following: the bear case has been put aside by the majority of investors And then a week later guess who's suddenly making "the bear case" on MU. I've mellowed a little on TK, but every now and then I go back to that August report and I get suddenly very "un-mellow". The guy's been on the money recently, but the stuff he pulled back in August - I don't think it was very honorable to begin with (i.e. to have used language which suggests a brazenly high confidence level, given what occured shortly afterwards) but then to brag about declaring victory on MU (totally failing to acknowledge the fact that what got MU into "victory" territory were his comments, which came on top of a squeeze that was started back at the R&S conf and came at a time when it was fairly obvious that the industry was deteriorating and MU would be affected) sorry, but that just doesn't fly. When he's good, he's very good. When he's bad, he's "the best there is" <g> Good trading, Tom

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