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Technology Stocks : Micron Only Forum

MU 224.54

+0.3%

Nov 25 3:59 PM EST

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To: Thomas G. Busillo who wrote (39451)	9/30/1998 6:07:00 PM
From: PaperChase	Read Replies (1) of 53903

>> The intent of his column is not about "what to buy/sell"; it's "how does one think about markets" - how does one identify opportunities and understand the past, present and future market dynamics that surround them and come to a buy/sell/hold/pass decision.<< This was EXACTLY the intent of his article that I posted an excerpt from. Why would he say one thing in an article and do the opposite strategy if he was not a flip-flop man? Below are more quotes from the article for your viewing pleasure. Tell me with a straight face that MU doesn't sell a commodity product. Tell me with a straight face that MU's quarterly performance has improved! GQ Magazine August 1998 The One-Day Wonders James J. Cramer "A corporation's ability to execute, as measured by quarterly performance, is the only benchmark we need. Most managers don't want to own stocks that are cyclical... ...Third, we like "proprietary" stories and hate "commodity" stories. These are the two most important buzzwords in our business, and if you forget them, you trade at your own peril. "Commodity" means anybody can do it. ...Remember: Commodity = sell; proprietary = buy."

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