Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (35170)	6/18/1998 8:19:00 AM
From: Bipin Prasad	Respond to of 53903

Hi Earlie, Yesterday spoke volumes. Dow up big (on pure stupidity), yet MU down. I wonder why. (g) Nothing but sell off before earnings. Don't know which way MU will go after earnings. But usually if there was a strong sell off just before E, stock goes up much higher even with poor earnings and vice ver.sa. Just my observation. Good to hear from you. later, InSook Prasad

To: Earlie who wrote (35170)	6/18/1998 10:17:00 AM
From: Thomas G. Busillo	Respond to of 53903

Earlie, IMHO Kurlak is "the best there is" at throwing the punch that starts the bar brawl and then slipping out the side door <g> Yeah, funny, the 2nd hand reports from Tuesday are that he is hinting that people may want to consider buying, but when the bell rings the next day what happens? The big guys bail in droves. His cult of personality refuses to acknowledge that he's nothing more than the most aggressive, most top-down, loudest analyst with the largest salesforce in what is probably the the easiest sector of tech to cover. And for that - he's God. The fact that this sector has the biggest bunch of flat-out sub-par thinkers at some of the more prominent firms (especially the 2nd-tier IPO shops out on the West Cost) makes him look all the better. Somebody must be whispering in their ears (g) Exactly. These schmucks haven't figured out that thinking on one's own without the company's permission is not only good - it's essential. Actually, no. It probably hinders their "careers" - one part secretaries (adept at dictation and recitation) and one part public relations (adept at putting "the company spin" on what is presented as "the truth", but cleverly avoids THE TRUTH). It's not that a lot these people have nothing between their ears; it's what lacking a little further down that's really the problem. Good trading, Tom

To: Earlie who wrote (35170)	6/18/1998 11:41:00 AM
From: mike iles	Respond to of 53903

Hi Earlie, nice to see you posting ... BTW the Boise slime whispered in Dan Niles' ear and he's saying that not only is DRAM selling below MU's all-in costs, it's lower than their cost of manufacturing ... i.e. negative gross margin .... ouch!! 'hey, it's only an inventory correction' regards, Mike