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Technology Stocks : Micron Only Forum

MU 233.86

-4.5%

3:04 PM EST

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To: TREND1 who wrote (43110)	2/18/1999 2:47:00 PM
From: Thomas G. Busillo	Read Replies (2) of 53903

Larry, that's what's irritating me. All joking aside, he's not an idiot. The guy has been very solid on the hardware guys and that was a VERY prescient call on DELL (not only the call itself, but where the stock price was when he made it). His research on other companies in his coverage is so ridiculously better in terms of precision and detail v. MU. If you're w/ E*Trade, sign-up for their BBRS trial and take a look for yourself. His other reports are really impressive, but with this company I don't know what's going on. It's like there's Dan Niles who's been stellar on hardware and selected chip stocks (still way too optimistic <g>) and then there's MU Dan Niles. Not being aware of the 10-Q discrepancy? Gauging their market share as "about 4 times" the "about 6%" they had in 1995 in his report following their last earnings? Putting out an end of 2001 $200 price target in a report that fails to give numbers for 2001? What gives? Good trading, Tom

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