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To: Stephen M. DeMoss who wrote (28765)2/22/1998 5:45:00 PM
From: Richard Russell  Read Replies (1) | Respond to of 53903
 
To ALL:

Remember when abbey c from gs started this whole push on mu back in jan when she came on L Rukyser and whispered across the couch that mu was a buy, and the pumping and touting went into full swing. Well I wonder what the hell she was thinking. Did moore the new semi anaylst at gs give her this, did she figure it out herself, did she know this was a blatant tout, did she even know that mu primarily produced only memory chips?

From an article in this week Barrons about her:

But Cohen saw something else taking place. A veritable corporate renaissance was unfolding with companies re-allocating their assets into more productive pursuits to boost their profits and international growth opportunities. "Corporations were successfully identifying areas in which the U.S. could be world-class, such as cellular phones, computer software and financial services, and they were dumping commodity businesses like DRAMs and consumer
electronics. It was an enormously important development,


Gotcha!



To: Stephen M. DeMoss who wrote (28765)2/22/1998 6:46:00 PM
From: Kerry Phineas  Read Replies (1) | Respond to of 53903
 
S DeMoss, MU won't preannounce to the general public, but to a smaller crowd so they can save face with the people that count (ie to the people "that count" to a company that will likely need some analyst support to aid in issuing either debt or equity). I don't think we'll get a crack down with MU when it does go down but a slow burn, but I definitely could be wrong.