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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Skeeter Bug who wrote (94326)4/15/2001 2:55:53 PM
From: bonnuss_in_austin  Read Replies (1) of 436258
 
Uh-oh, skeeter - you're right/didn't on 'your' POS? -g- ...

CFZ-ese: POS=MU, I've learned ... that would have been included in his INTC analysis back then, and now, correct? I did follow his INTC calls back then.

Don't you think, though, that the guy is one of few who will actually reco / publicly announce 'research notes,' whatever ... to sell bloated pigs in the sector; and/or the entire sector, etc?

He and Kumar were among the first to call the demise of first CPQ and then DELL, correct?

LOL -- that's when all the DELLheads were furious at them -- including me.

Yeah, hell, of course you're right. I'm just hoping this time the guy knows what's he's talking about ... and I can't help but give his analysis much more credibility than this Josef character.

bia
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