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To: puborectalis who wrote (41643)	12/6/1997 2:22:00 PM
From: Lee Penick	Respond to of 186894

This may be of interest: Semiconductor Market Focus Sifting Through The Wreckage Fri., Dec. 5, 1997 techweb.com

To: puborectalis who wrote (41643)	12/6/1997 4:35:00 PM
From: Brian Malloy	Respond to of 186894

I would take the latest ML(DEC5) report with a grain of salt with refeence to their conclusions. Based on their line of thinking. A company like DELL should be out of business. If you want a quick, manageable and fast reading primer on cycle time and inventory control\management and how less means more and what all this does to the bottom line then pick up a copy of The RACE by Goldblatt IMHO Brian

To: puborectalis who wrote (41643)	12/8/1997 11:32:00 AM
From: John Hull	Read Replies (1) \| Respond to of 186894

Stephen: two comments, one off topic. 1. One of my very good friend from B-school was named Steve Karasick - he was from Chicago, but is now a fixed-income trader at Citicorp in NYC. Any relation? 2. If TK thinks PC industry has a problem into '99, what's his long-term rating on Intel? The rest of his words are opinions that are likely to change MULTIPLE times before '99. Regards, John Hull

To: puborectalis who wrote (41643)	12/8/1997 12:03:00 PM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

stephen,>>>Any comments on this (TK) bleak picture for '98?<<< IMO what Tom Kurlak does is not science and not mathematics. It is more like Riverboat gambling or meteorology. Sometime back, many of your top meteorologists on your local radio/TV stations were not trained meteorologists. Some were quite good. There was a guy in New York - "DOCTOR" Bob was one of the best. He claimed to have a doctorate but was really a school drop. Airline pilot swore by him. He continued to have a career even after he was exposed. My point is, whenever you are dealing with psuedo science, you will always run into people who have a run of good luck and will have a good following. However, like any good river boat gambler, luck doesn't last forever. Even in what we think are reputable fields, sometimes these things happen. As for examples, when was the last time that Henry Kaufman, Joe Granville, and Elaine Gazarelli have a large following. IMO the same thing will happen to Tom Kurlak. Tom Kurlak will be remembered long after Intel is forgotten - but not before then. Regards, Mary