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Politics : Ask Michael Burke

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To: Earlie who wrote (39993)12/18/1998 8:51:00 PM
From: Knighty Tin  Read Replies (3) of 132070
 
Earlie, I agree, and I have often cut Niles some slack because of it. Guys like Kurlak and Edlestone can be beneath contempt, but they really aren't that dumb. I don't think Dan can't even interpret book to bill numbers as an indicator. But, unlike Burlap and Kidneystone, Dan Niles is a nice enough fella. I just wish he'd keep his trap shut and I wouldn't have to insult him. Stop me before I flame again. <G>

While I was reading the book to bill and the info that chip equipment sales are at about half of last year's level, I couldn't believe the tech sector stocks were roaring up in price. Sometimes I think it is like telling a kid not to stick his tongue in a wall socket. It is hard to describe what is about to happen to investors in this area, but you hope you can make them realize that it will not be fun. <G>

MB
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