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Technology Stocks : Micrel (MCRL)

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To: Adelantado who wrote (125)7/24/1998 10:23:00 PM
From: Jim Willie CB  Read Replies (1) of 268
 
probably the word "cautious" since shorter lead times means more uncertainty farther out

my take -- time to hit the beach, read the stock prices over coffee and smell of surf and sand... with so much doubt, take profits if got'em or pull out money in dont got'em... this stock has a great future but hugely uncertain industry right now

this latest chip sector rally was the hokiest sham I have seen in years... Intel disappoints with higher sales, lower earnings, closes plants, shrinking margins, and the gaggle of chip stocks (even equips!!!) rallies like drunken sailors... book/bill came in at 74%... very uncertain industry right now... most rallying stocks are in process of reversing

respect will come later for sure for this jewel
/ Jim Willie
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