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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Scott Brooks who wrote (12752)12/8/1997 12:53:00 PM
From: Proud_Infidel  Read Replies (3) | Respond to of 70976
 
Re: theory that KO is at an extreme multiple when the major drivers of
technological advancement are getting crapped on. Small moral victories are still victories.


Scott,

Don't hoist the victory flag yet. The same day Tom "bi-polar" Kurlak of ML came out with his Cassandric predictions for semis(he essentially said he would NOT be a buyer of any of these, EVEN on price dips), ML came out and upped their rating on KO. And these guys are paid for making these kinds of decisions!?!?

Brian