Sonny, Sonki asked if TK had an opinion on MU. I personally can't see MU as an investment, although your trading strategy looks good because of its volatility. To me, though, since they almost never make money, when are they a buy? (engineer again). That spreadsheet of MU recommendations is the latest Yahoo had last night. Keep an eye on it for updates. WRT Kurlak, he never sees light of day outside of his Manhattan office, therefore never kicks brick and mortar, so I therefore think he's a zero as an analyst. You simply cannot psyche the future of an ultra complex industry like semiconductors, or any high tech, w/o going out to the hinterlands (yuh, Silicon Valley is hinterlands!).
Abby Joseph Cohen, OTOH, rules! I listened to her on WSW last night and she just has a marvelous communication way about her. Riveting. Didn't hurt that she mentioned Intel #1, although that was at the end of her one on one with Lou and you didn't know it was coming.
EMC a sore point with me too. I had firsthand knowledge (about six years ago) when they were about to overtake IBM as #1 storage co., but didn't buy because I though storage stocks never went anywhere. Oy!
49er pregame stuff on in the background. Used to be I'd be glued to the family room couch, now it's listening over the shoulder in the computer room. Investing is like drugs.
Tony |
