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To: DavidG who wrote (26866)	1/20/1998 11:56:00 AM
From: mu_basher	Respond to of 53903

Yo right on DavidG. Keep on truckin. Greg

To: DavidG who wrote (26866)	1/20/1998 12:13:00 PM
From: Tim McCormick	Read Replies (2) \| Respond to of 53903

DG, are you reading the same thread I am? Care to site some examples of your characterizations of the "forever bears" I must have missed something. Tim

To: DavidG who wrote (26866)	1/20/1998 8:13:00 PM
From: Kerry Phineas	Read Replies (1) \| Respond to of 53903

DavidG, I don't think the "forever bears" have the belief that MU is going to follow its fundamentals to a T. I bought puts last September for the last time until last week, but am not convinced its going down yet. The news is Korea/Asia is positive long term but negative near term, imo. MU has to survive for the long term to play out, and I don't know just what their odds of survival are.

To: DavidG who wrote (26866)	1/21/1998 1:04:00 AM
From: Richard Russell	Respond to of 53903

<<Then when Tom Kurlak comes out with a significant downgrade, all of a sudden he is their new Messiah and even the bears that indicated they were on the sidelines were now shorting MU in reverance to there new found leader.>> Wrong! Jan 20, 1998 ------------------------------------------------------------------------ Dispatches from the Front: Cramer on Being 'Early' By James J. Cramer Early or Wrong? But the most positive sign yet that the free ride for the "earlybirds" may be over comes from Mark Haines, host of CNBC's Squawk Box. Haines, personally and without handlers (why do the good guys never have handlers?), has created a database of upgrades and downgrades. That database is worth hundreds of man hours of information because it tells us whether analysts actually do make you money or not. Why bother to listen to an analyst that recommends high and pulls the recommendation low? Amazingly, in the time since Haines has been talking about his index, only Tom Kurlak from Merrill seems to have made you money.