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To: Elwood P. Dowd who wrote (19537)3/5/1998 9:32:00 AM
From: Mohan Marette  Respond to of 97611
 
Stephen: but of course Kurlak's call was great,but you and I can do the same if we keep saying the same thing every other week.Try it and see for yourself.<gg>



To: Elwood P. Dowd who wrote (19537)3/5/1998 10:07:00 AM
From: Greg Jung  Read Replies (1) | Respond to of 97611
 
Yes Kurlak is a real genius.

-- NOT --

Give me a break! These guys pump the stocks and talk about
discipline and long-term horizons, then they have bailed at the merest whiff of trouble. Remember they trade on their own accounts, or on behalf of clients who pay to get them results, not the public to whom they make pronouncements.

"Call this one?" Everybody in the world "called" this one,
you know more people never bought Intel than have bought it.
Intel is merely at the level it sold for -before- the December slump.
Inventory problems? Duh! I mean, how many times can you re-sell the same entertainment item for $1000. or more, that requires the user to spend hours in order to gain benefit, that never wears out. What is more puzzling is the length of the strong sales period we find ourselves in, not the seasonal pauses.

Greg



To: Elwood P. Dowd who wrote (19537)3/5/1998 10:09:00 AM
From: Windseye  Read Replies (2) | Respond to of 97611
 
Andy Grove was on Charlie Rose the other night, and then there was another article posted here that described the pressure that Kurlak kept on INTC P/E. Grove's contention is that the guy and others ride INTC very hard, and never let the P/E get high, and often cause INTC to be viewed as much less successful than it really is. Is Kurlak calling it? Or causing it?