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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: bob s who wrote (25297)1/6/1998 10:10:00 AM
From: yard_man  Read Replies (1) | Respond to of 132070
 
Let me reread the article, Bob and I'll try to give you my thoughts. I posted it because I know MB thinks the guy is a tout for his technology funds.

This was posted to me earlier. You might like to read:

Message 3099834

Also of interest:

Message 3101719

The guy at least has a legit point about big caps.



To: bob s who wrote (25297)1/6/1998 10:45:00 AM
From: yard_man  Read Replies (1) | Respond to of 132070
 
Also of interest:

Message 3094919



To: bob s who wrote (25297)1/6/1998 12:50:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
Bob, What Murph is saying is that it doesn't matter how much money Asians are losing on their current fabs, they are going to buy more because they don't know how to connect the dots. -g- MB