Ask Michael Burke Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Knighty Tin who wrote (28164)	5/15/1998 9:09:00 AM
From: jluker	Read Replies (1) of 132070

Gasp. Michael Burke and TK in bed together :) 08:39 ET Tom Kurlak Speaks: Merrill Lynch's top semiconductor man believes a glut of chips coming onto the market. Expects increased supply to put margin pressure on top chip names, particularly Intel (INTC). Forecasts that PC market can absorb only 1/3 of new capacity hitting the market. Summed up, feels Intel ready to start a price war. Kurlak has been extremely bearish on chip makers for several months now. Most hated is Micron (MU 28 9/16), which he has a $20 downside target on.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next