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To: TREND1 who wrote (27628)2/3/1998 9:01:00 AM
From: yousef hashmi  Respond to of 53903
 
PRUDENTIAL STARS SEMICONDUCTORS WIYH BUY RATING!



To: TREND1 who wrote (27628)2/3/1998 9:30:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
larry, don't look now, but... your shorts are down ;-)



To: TREND1 who wrote (27628)2/3/1998 10:43:00 AM
From: Kathleen capps  Respond to of 53903
 
However she didn't mention MU by name.

Kathleen



To: TREND1 who wrote (27628)2/3/1998 11:11:00 AM
From: Thomas G. Busillo  Read Replies (1) | Respond to of 53903
 
Larry, don't you know the rules of the "spin the CNBC reporters" game by now.

Good for MU - CNBC reports it.
Bad for MU - it's ignored, or if it's reported it's reported with half-ass accuracy.

Most recent evidence:
Bob Pisani, possibly the worst on-air "talent" they have (IMHO, to call him grossly inept would be kind; if I were running CNBC, that kind of deadweight would be pruned within my first hour) in the days surrounding the Lehman downgrade does not report that. What Bob Pisani reports instead is the "double-bottom", yet from what I recall fails to report anything about DRAM pricing. That's half-assed reporting and it's embarassing that the guy is still polluting the airwaves with his incompetence. The guy should be doing "human interest" stories on the 3rd place local news show in rural Iowa.

C'mon, how much more obvious does it have to be?

Someone wants MU up, they'll feed these dolts anything to keep it up, and they'll keep doing so until they've gotten it where they want it and then the plug gets pulled.

Tom Kurlak, who after John Lazlo's moronic call on ALTR, is starting to actually look downright sensible for his caution on the sector, is absolutely right when he says that it pays to study human behavior.

However, the behavior of rats is much simpler to understand <g>

FWIW, Lazlo "initiated" ALTR, XLNX, LSCC and INTC w/ buys.

I guess Lazlo likes companies expected to show flat, at best, revenue growth for several quarters (although if I were a long-term investor, I'd hold INTC and just fall asleep for 5 years).

Good trading,

Tom



To: TREND1 who wrote (27628)2/3/1998 8:03:00 PM
From: Mike M2  Respond to of 53903
 
Larry, I responded to this note but did not realize that I had to publish it.-g- I do not recall Maria B nor any Wall Street analyst warning in advance of the current glut and now they presume to be in a position to tell us the glut which they never saw is going to end. in my opinion the glut will not end in 98. Sounds like the old pump and dump routine. If I said what I really thought of Maria B. Jill would suspend my posting priviledges ho ho ho. Mike