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Technology Stocks : Analyst Bashing (intc orcl mu amat csco) -- Ignore unavailable to you. Want to Upgrade?

To: David E. Henry who wrote (35)	12/25/1997 10:22:00 AM
From: Darth Trader	Read Replies (1) \| Respond to of 62

<<<Didnt AMAT lead the market UP from a 256 point selloff after they all downgraded the stock?>>> Yup, and the mutual fuds have been buying it bigtime, a lot of block buys have been going through.

To: David E. Henry who wrote (35)	12/25/1997 3:43:00 PM
From: Dan Ross	Read Replies (2) \| Respond to of 62

I don't like Kurlak....He follows too many stocks...or attempts too...That may be the problem.....He was WAY off on MU this summer....his estimates brought the consensus up an average of 4 cents if I was correct.....Something like .75 for him and the rest of the analysts were saying .35-.50.......I can't remember exactly....I just remember that he was WAY off....DRAM prices were at 3 year lows on the spot price....It is very easy to predict MU....supply and demand......the stock was 57 at the time SPOT prices were plummetting.....HE WAS FOOLISH.....As soon as he decreased his estimates, the stock lost 7-8 points the next day..... Take care Dan Ross