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To: Tony Viola who wrote (100099)3/1/2000 7:59:00 PM
From: Mary Cluney  Respond to of 186894
 
Tony,<<<Niles has been saying the right stuff lately about Intel, but he scares me when he predicts $250 on MU. OTOH, look at COMS, AAPL ,a few others. >>>

For the time being, at least, IMO Dan Niles is calling them as he sees it. He is doing his homework and is making some very good calls.

But, as someone once said, <<<power corrupts and absolute power corrupts absolutely>>>.

Let see what happens to his calls once he attains some measure of success and the power to move the market. Will he still be able to call'em as he sees'em or as Kurlak before him started to think he knew more than management and that he had the ability to move the market.

Right now we don't have to worry about Osha as he is a non factor - a complete lightweight. But who knows - with a few lucky calls and the weight of ML behind him - he could become another Kurlak.

As for those on the MB thread, they are in Da Nile.

Regards,

Mary