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To: Earlie who wrote (30636)3/18/1998 8:25:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
fnews.yahoo.com

ahhh, it is soooo sweet to see the analysts bend over, kiss our bear feet and say, mastahs of the universe, you were right. how could we be so wrong and not understand the revelation that you unfurled before our very eyes.

now they are starting to see the light. one analyst on cnbc said that she expects micron to lose money FOR THE REST OF THE YEAR! none of this 6 month crap. the whole YEAR!!!



To: Earlie who wrote (30636)3/18/1998 9:14:00 AM
From: Thomas G. Busillo  Read Replies (1) | Respond to of 53903
 
Earlie, I've always thought the funniest line from his "best of all scenarios" note was the following:

the bear case has been put aside by the majority of investors

And then a week later guess who's suddenly making "the bear case" on MU.

I've mellowed a little on TK, but every now and then I go back to that August report and I get suddenly very "un-mellow".

The guy's been on the money recently, but the stuff he pulled back in August - I don't think it was very honorable to begin with (i.e. to have used language which suggests a brazenly high confidence level, given what occured shortly afterwards) but then to brag about declaring victory on MU (totally failing to acknowledge the fact that what got MU into "victory" territory were his comments, which came on top of a squeeze that was started back at the R&S conf and came at a time when it was fairly obvious that the industry was deteriorating and MU would be affected) sorry, but that just doesn't fly.

When he's good, he's very good. When he's bad, he's "the best there is" <g>

Good trading,

Tom



To: Earlie who wrote (30636)3/18/1998 9:39:00 AM
From: Mike M2  Read Replies (1) | Respond to of 53903
 
earlie, over on the Mohan thread post# 14887 some guy mentioned the china's M2 is growing at a 20% annual rate. Kurluk seems to be more influential as a bull than a bear. Mike