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To: mike iles who wrote (33640)5/18/1998 1:02:00 PM
From: yard_man  Respond to of 53903
 
Guy will be pounding the pavement when the BK comes! What a ...



To: mike iles who wrote (33640)5/18/1998 1:07:00 PM
From: DavidG  Read Replies (2) | Respond to of 53903
 
Mike,

Thanks for the synopsis of "Dan the MU Man" Niles report. It would also have been nice if you had attached the actual report so we can all draw our own conclusions...but I guess something is better than nothing...I think??//?

BTW, do you see any bias to your reporting of that news flash and if it might have more rhetoric and distortion in it then anything DJ has been posting. I can't help but see the irony in all of your posts<vbg>

Please remember your last post the next time you decide to criticize our dear friend DJ's posts and his motivations... after this exhibit.:-)

DavidG



To: mike iles who wrote (33640)5/18/1998 1:19:00 PM
From: TREND1  Read Replies (2) | Respond to of 53903
 
mike
I agree 100% that fundamentals on MU are bearish !
.........................................................
Based on fundamentals alone MU should be trading at 10.
Now tells us why MU is still at 27.
And when do you expect MU to be under 10 ?
.......................................................
I agree 100% that fundamentals on MU are bearish !

larry Dudash



To: mike iles who wrote (33640)5/18/1998 1:39:00 PM
From: TREND1  Read Replies (2) | Respond to of 53903
 
mike
you wrote
<,Just got back from reading Dan Niles latest comments on MU (sorry the Robbie Stephens site is password protected but email me if you're interested) and it's very clear that you nailed it on the head. Niles doesn't publish on MU that often. That plus the wealth of detail in his report that could only come from management make it clear that the Boise slime are oozing the gory details out to the select few.

mike
Are you stupid ?
Read your own statement...."make it clear that the Boise slime are
oozing the gory details out to the select few
The word few

You know "few", not many !!
Now let's see how stupid your statement is!
(1) Value Line shows MU has 7,374 stock holders.
(2) Most of them have to be small holders.
(3) So the number of "shares" that do mot know about a report
from Niles has to very small..
(4) I mean Niles knows, you know, Micron BB knows.
(5) Most of the "shares" of Micron already know about this
password protected report on the internet !
(6) So you think MU is going to trade on this "old news" ???

Come on Mike ! Try thinking for your self !!!
Larry Dudash



To: mike iles who wrote (33640)5/18/1998 1:48:00 PM
From: Kathleen capps  Respond to of 53903
 
Thanks Mike for the great summary.

Interesting how so many people can look at the same info and draw different conclusions. I guess Dan the Man is a "glass half full type of guy"...while we MU bears are "glass is already empty and cracked" types.

Kathleen



To: mike iles who wrote (33640)5/19/1998 8:18:00 AM
From: Thomas G. Busillo  Read Replies (3) | Respond to of 53903
 
Mike, great synopsis. I guess if Dan Niles liked it @ 33 3/16 (close prior to his last upgrade on 3/2), he loves it @ 26 3/8 (Friday's close).

So the stock only moved 20% in the opposite direction before "wrong way" Niles had to try and prop it up with an upgrade.

For him on MU, that's pretty good <g>

Good trading,

Tom