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Technology Stocks : Micron Only Forum
MU 250.60-3.0%9:37 AM EST

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To: wiz who wrote (24229)11/18/1997 5:46:00 PM
From: Thomas G. Busillo  Read Replies (2) of 53903
 
Mark, here's another brilliant Kurlakism from a Smart Money brief on the sector:

"'As long as pricing stays stable, then [pricing] becomes irrelevant because the unit growth is accelerating to 100% when it's normally 65%,' says Merrill Lynch analyst Thomas Kurlak."

smartmoney.com
(not sure if this section is free or WSJ Interactive subscriber-only)

Kind of like saying, "well, a body at rest will remain where it's at if it doesn't move...but then again, if the body at rest happens to be on a moving train..."

Don't know when he gave that quote, so who knows what he's thinking now (i.e. is his current thinking stable prices/100% unit growth or is that the "pre-MU downgrade TK" they're quoting? <g>)

Good trading,

Tom
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