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Politics : Ask Michael Burke

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To: yard_man who wrote (40818)	12/23/1998 5:59:00 PM
From: Robert	Read Replies (2) of 132070

Well, I think we unfortunately need to separate the stock price movement from the fundamentals, at least for now (he he he!) I really think that with knuckleheads doing so little due diligence that they bid up TCI like mad because they think it is TCOMA (at the time of the T acquisition of it), lots of little guy odd-lotters will see the headline numbers and bid up MU like mad. BTW, anyone have an after-hours quote? Longer-term (15 minutes? <vbg>), the fundamentals are bound to sink them. That inventory build-up is bound to come back and haunt them. Plus, giving the MU management team as much cash as they now have on hand to play with is like giving a flame thrower to a 10-year old. No good can come of it. I guess we shall see. MB, whadda ya think? -- Robert

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