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Technology Stocks : Micron Only Forum
MU 345.82+0.2%Jan 12 3:59 PM EST

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To: Kathleen capps who wrote (22831)10/24/1997 11:30:00 AM
From: DavidG  Read Replies (3) of 53903
 
Kathleen,
<< I just have to disagree with many of your statements regarding how big firms
(FIDO) and professional analysts are somehow better equiped to do fundmental
analysis than the individuals on this thread. It's a myth that just because they work
for big companies or manage large funds, these so called "professionals" are
fundmentally more gifted/able/credible than a well informed private investor.
Although they might want you to believe that -b-. >>

In general we as a group could and should obtain most info as fast if not faster than analysts. Now sometimes we do ...but in some cases we do not... and those are the issues I am trying to address.

Now the bias on this thread is bearish and rightfully so but anyone that has a positive comment about MU gets shouted out to the point that they think twice about posting.. I am interested in hearing everything positive and negative.

I am getting e-mail from different people saying they just wish to communicate by e-mail because it is not worth the flaming.. So I ask you ..who loses out? We all do with an incomplete picture.

Finally, there are many things I agree with by bulls and bears on this thread but some things I totally disagree with and there is no reasoning with the individuals. When you have someone who dosen't even understand market cap of MU (with or without MUEI being included) is around 6 billion(at least it was yesterday) and tries to monday morning quarterback Steve Appleton with silly comments at best.. you can't help but question his other F/A. And when individuals believe they can determine MUs September chip prices by using Achilles or MUs past quarter ASP you really need to wonder...It is certainly useful as a positive or negative indicator but no more than that. I just think although we could be better than analysts in some important areas... we are not there at this time. There are some other threads that I do believe are closer...but we can certainly do it if we worked together on it.

Good Luck Trading

DavidG

PS I hope you really cleaned up on those TXN PUTS

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