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To: Skeeter Bug who wrote (46676)6/23/1999 9:36:00 PM
From: John Graybill  Read Replies (3) | Respond to of 53903
 
That gets corrected to "5th out of six quarters" eventually, depending on the news site.

If you haven't listened to the conference call, the disagrement between Fred Hickey and Don Baldwin on ASP's that Bill Fleckenstein references (Fred says "low $4's", Don says "around $5") is simply hilarious. Don fudges around -- "we don't agree with those numbers", "that's probably the price you'd like to think it is", "that's a matter of opinion", etc. -- and Fred laughs in his face: "but that's what your buyers tell me!"

Lots of questions about inventory, seems like every third caller.



To: Skeeter Bug who wrote (46676)6/24/1999 2:34:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 53903
 
Skeeter, thanks for all your posts analyzing mu's weak points over the past few weeks. I'd characterize myself as an Incorrigible Bull, but I enjoy trading options, and am rapidly coming to the conclusion that poots are the best bet on the table. Michael D. made me a ton suggesting cpq puts, and it seems you will do the same for me on mu puts (musi), which I bought Monday at 3 1/8 and 3 1/4.

I guess it pays to keep an open mind <g>.

Frank