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Politics : Ask Michael Burke
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To: PaperChase who wrote (32271)9/5/1998 1:10:00 PM
From: Knighty Tin  Read Replies (1) of 132070
 
PC, Mark Edelstone is the chip analyst I squashed in the July 15, 1996 issue of The Business Journal of San Jose and Silicon Valley. He was recommeding purchase of an underpriced stock called Atmel. Needless to say, I was recommending long puts. Stone head is only right once a millinneum. <G>

I don't know the Piper guy. But here is what is going on. We have had back-to-school sales and will have Xmas sales. The seasonals favor monopolies like Intel and Microsoft. It does nothing for a company like Compaq, who has no profit margin due to high competition.

That being said, I still think that Intel has too much inventory and they are starting to feel the pinch of actually competing in the market place. Since I don't know what these guys estimated, it might just be a case of setting the bar so low that even Intel could jump it.

MB
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