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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (69417)10/22/1999 2:52:00 PM
From: Kerry Phineas  Read Replies (1) of 132070
 
MB, I've got a meager defense of MM. He's done poorly because he's tried to pick smaller "value" tech stocks, using his earnings + r&d formula. Meanwhile, the stocks that have gone up when a ramp was in effect and down afterwards have been the liquid, larger stocks, regardless of fundamentals. His predictions about the value of his company's product portfolios have been very poor.
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