Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Barbara Barry who wrote (8839)	11/21/1997 11:22:00 AM
From: Mike M2	Respond to of 18056

Barbara, in my opinion a takeover of MUEI or GTW would be a dumb move the stronger players can simply continue to gain mkt share at their expense. They have nothing proprietary. The hypesters like to speculate about possible suitors but I suspect anyone in the business knows that the rate of growth in pc sales will continue to slow and margins will continue to deteriorate. This is not to say it cannot happen companies have been know to do dumb things. Mike

To: Barbara Barry who wrote (8839)	11/21/1997 11:38:00 AM
From: Mark Nelson	Read Replies (1) \| Respond to of 18056

To all, For those of us who are inclined to assess the psychological aspects of market action, there was a study conducted after the '87 crash. The abstract: November, 1987 Investor Behavior in the October 1987 Stock Market Crash: Survey Evidence Abstract Questionnaires were sent out at the time of the October 19, 1987 stock market crash to both individual and institutional investors inquiring about their behavior during the crash. Nearly 1000 responses were received. The survey results show that: 1. No news story or rumor appearing on the 19th or over the preceding weekend was responsible for investor behavior, 2. Investors' importance rating of news appearing over the preceding week showed only a slight relation to decisions to buy or sell, 3. There was a great deal of investor talk and anxiety around October 19, much more than suggested by the volume of trade, 4. Many investors thought that they could predict the market, 5. Both buyers and sellers generally thought before the crash that the market was overvalued, 6. Most investors interpreted the crash as due to the psychology of other investors, 7. Many investors were influenced by technical analysis considerations, 8. Portfolio insurance is only a small part of predetermined stop-loss behavior, and 9. Some investors changed their investment strategy before the crash. econ.yale.edu Onward... Mark PS: Has anyone noticed the Indian Rupee (vs US$) slide? pacific.commerce.ubc.ca

To: Barbara Barry who wrote (8839)	11/21/1997 12:53:00 PM
From: Cynic 2005	Read Replies (2) \| Respond to of 18056

Barabara, in the recent past "take over targets" are constant rumors originating at the trading desks of hedge funds who take position in the stocks prior to starting the rumor. IMHO. I have nothing to prove this accusation just as I can't prove that Tom Kurlak had orchestrated a Micron pump-and-dump! Also, there was a good reason to believe that in May 97 Micron Electronics itself may have started a rumor about MUEI being bought out by Compaq. Remember the c-net article which said (paraphrased) "sources close to Micron say that a deal may be announced this week.." Both MU and MUEI shot-up on the rumor making me poorer. :-( I think there is no substance to these buyout rumors. There is no value to MUEI and GTW. Why would anyone buy these two companies at these levels when they will be trading as penny stocks in a couple of years? -g- -Mohan