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To: TREND1 who wrote (31202)3/25/1998 10:48:00 AM
From: mike iles  Read Replies (2) | Respond to of 53903
 
Larry,

DJ consistently publishes articles that he thinks are bullish for MU. He doesn't publish stuff that is clearly negative. His comments about the articles (recently his focus has been how supply is drying up) are consistently bullish and when he highlights something in an article it is invariably what he believes is the most bullish point (e.g. in the article about Japanese DRAM manufacturers a while back he highlighted, if my memory serves me correctly, how Hitachi was getting out of the DRAM business in Japan ... BTW I think this would be news to Hitachi!). So is DJ just posting info for us to read? If I'm alone in thinking he's grinding the bull axe then it's time to see the shrink. But I don't think so!

Why do I complain all the time, why am I paranoid about DJ, why can't I just accept Steve & kipp's comments and the horde of Wall St. analysts who trail after them at face value????? Larry, I think it's a condition brought about by the the cumulative effect of years of bull touting. Trying to think of a name for it ... uh, the MU bull-chip reality-distortion effect?

regards, Mike