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Politics : Ask Michael Burke

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To: The Perfect Hedge who wrote (24908)	12/6/1997 6:28:00 PM
From: Knighty Tin	Read Replies (8) of 132070

To All, A few comments on what has happened in tech stocks since I've been incommunicado: 1. Micron died, but the market doesn't know it yet. -g- 2. MUEI died and the market knows it. 3. Atmel hit the skids. 4. Western Digaditch has been my best put stock in a long time. 5. Toshiba quit the retail pc business. I didn't expect that. Steve was right for one in a row. -g- 6. Ascend is doing just that again. 7. As I predicted, the market bulls are pretending that everything is ok until after Christmas and their bonuses are locked into place. -g- 8. Gold. Yuk! Platinum has also gone down, but gold's troubles are not similar to platinum's prospects. Impala and Stillwater remain on my buy list. 9. It doesn't matter to Amat and Novellus if all their customers go broke. -g- 10. Oracle got real. 11. I threw some nasty shots at Fred Fahmy over on the almost defunct "Ask Michael Burke (if you believe his is real" thread). I hope Fred has a sense of humor, but most true believers do not. 12. Gateway defies gravity. Great put stock. 13. DRAM cannot be given away. Good luck, MB

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