SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?


To: pater tenebrarum who wrote (63943)9/23/1999 7:34:00 PM
From: Haim R. Branisteanu  Read Replies (2) | Respond to of 86076
 
Heinz, one best example of misunderstanding the fundamentals is the recent disaster in Taiwan.

The jerks run up MU as there will be a shortage of DRAMS, but hey just forgot the fact that most motherboards are manufactured in Taiwan so were are you sticking your memory chips?? Maybe in your morning cereals?? <GG>

No motherboards - no need for memory chips. That is why yesterday I indicated to short MU in my daily scan, my mistake was the timing as I did not know that many will realize that so quickly.

#reply-11331687

Just one example of how the market interprets NEWS. Two days ago all the genuises on WS got it on the wrong side.

BWDIK
Haim