SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: MythMan who wrote (28233)5/18/1998 9:18:00 AM
From: Skeeter Bug  Respond to of 132070
 
good link, pete. please don't you start dropping bombs my way. i know this wasn't posted to me ;-)

i especially liked...

>>The big difference to investors Thursday was Gerstner's skill with analysts. Not that he
actually forecast higher earnings, mind you. McCarthy reported that Gerstner was
simply
encouraging analysts to think that returning to double-digit revenue growth was a
possibility. <<

analysts can't think individually and follow the herd. sometimes off a cliff. but, not often enough for as shallow as they have been.



To: MythMan who wrote (28233)5/18/1998 10:11:00 AM
From: Mike M2  Read Replies (2) | Respond to of 132070
 
Pete, there are may be a few good apples in a rotten barrel -g- CNBS has Fleckenstein on this am he said the supply of DRAM chips produced ( I assume he refers to this year-missed that part) will be twice that the DRAM demand for PCs will be. Sounds like no shortage anytime soon. Pete NYT is still fer left-wing skunks and limousine liberals -g- Mike



To: MythMan who wrote (28233)5/18/1998 11:57:00 AM
From: Knighty Tin  Read Replies (3) | Respond to of 132070
 
Pete, I have mixed feelings about the NYT. On the positive side, they have printed my comments in the past, which is a big plus. On the negative side, they don't have comics. But the addition of Gretchen may swing my vote to the Aye side. <G> MB