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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Earlie who wrote (28806)6/4/1998 12:58:00 AM
From: Skeeter Bug  Read Replies (2) | Respond to of 132070
 
disaster. but then my disaster is everyone else's buying op ;-)

komag, keytronics and kemet each levelled a shot across the bow of all pc mftrs. investors didn't blink. i don't think their eyes are open ;-)

the pc industry is toast, i haven't seen this kind of mass layoffs in a long time.

other techies may fair well, but not the pcs and they are the big boys.

intc said they don't plan on pre-announcing. i would expect them to. not planning and not doing are two completely different things. if mu said they didn't plan on pre-announcing i'd trash them and say they didn't plan on lehi being a bust either ;-)

i expect more from intel. maybe we are migrating toward the lowest common denominator now.

what's your current feel on the banks. i own jan 110s on cmb. do you think they have a chance of hitting double digits?

tia...



To: Earlie who wrote (28806)6/4/1998 1:33:00 AM
From: Skeeter Bug  Respond to of 132070
 
earlie, enjoy...

economist.com

>>As the Fed itself says: "There is no means of knowing beyond
question how far this recent rise in stock prices represents excessive speculation
and how far a readjustment of values to increased industrial efficiency [ . . . ]
and larger profits." Actually, it was not Alan Greenspan who said that. This is an
extract from the Fed's minutes exactly 70 years ago, in 1928, on the eve of the
Wall Street crash.<<



To: Earlie who wrote (28806)6/9/1998 4:18:00 PM
From: Mike M2  Read Replies (1) | Respond to of 132070
 
Earlie, write offs as % of reported earnings soared to 14% in 1Q98 the highest level ever. see #reply-4775208 Hear the speculation about micron possibly buying TI's DRAM operations while their at it micron should try to take over INTEL ho ho ho Mike