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Politics : Ask Michael Burke
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To: Lee Lichterman III who wrote (32672)9/19/1998 3:20:00 PM
From: Knighty Tin   of 132070
 
Lee, No, I don't hate TA types. Some of my best friends are technicians. Seriously. I hate TA. Love the sinners; hate the sin.

There are lots of comparisons that make MU's price look so silly. My favorite is Applied Materials. I have owned puts on AMAT, though I recently sold my last, and only, third, without rolling them. However, the idea that AMAT should sell for $5 less than MU is laughable. Check the huge cash horde and low debt at AMAT vs. "I owe, I owe, so off to work I go" at MU. And does somebody think the DRAM market will return without the best chip equipment maker getting some orders? <G> In this market, MU's price simply does not compute even if you use the bull's estimates.

MB
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