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To: Skeeter Bug who wrote (23264)10/30/1997 6:02:00 AM
From: Trey McAtee  Read Replies (1) | Respond to of 53903
 
skeeter--

i have to disagree. at certain times, MU has been a godd buy. it never should have gone above 38, but it was a good buy at 16. and it will be again. kurlak is a liar and a pimp. he NEVER thought MU would get to 60. i mean come on, this guy is spin master from hell. hindsight is always 20/20, but to use it so advantagously is impressive. he makes me think, why ever bother picking a top in advance when you can claim you did after the fact. however, he was right to rec'd it at 20. it was a good buy then:).

i think the picture your painting of the semi industry may be a bit too gloomy. i would bet against an infinite downturn<G>.especially in DSPs. granted, LT todays big money product will likely be a commodity in a few years, but for the moment it isnt, and when it is...well there are always newer products. intel is one that is really going to get hit. they have had basically ten years where they didnt have to worry about AMD, etc. and they got lazy. megs, whoever that writer you copied to the thread is, she deserves a raise.

besides, if you keep talking about an infinite downturn, larry will start that forever bull thing again, and NO ONE needs that<g>.

good luck to all,
trey



To: Skeeter Bug who wrote (23264)10/30/1997 7:04:00 AM
From: Stockwizard  Read Replies (1) | Respond to of 53903
 
Skeeter: I agree with you completely. However, the time to jump in is when there is some consistency in rising DRAM prices, the only thing that can make MU profits go up. When you see this, then a Kulak upgrade is sure to follow... after he has bought his own shares.