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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (5828)	7/11/1998 8:52:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 42834

Skeeter: The only nerve you may have hit was the fact that you were saying Brinker was wrong on the "chippies" and I take that to mean chipmakers like MU as the context of your sentence suggests. Well, Brinker has no opinion on that issue and you said you disagreed with him on that issue even though he does not have an opinion on it as I stated. With the exception of few lines about AMAT and UTEK, your post was devoted to MU. Whatever. Here is your post: "rillinois, imho, bob is ABSOLUTELY WRONG on the chippies. micron is losing cash at close to $1 billion a year. check their balance sheet. they don't have all that much cash. at some point, survival outweighs everything else. the ONLY way to cut costs significantly in the semis is to INCREASE output and, therefore, DECREASE pricing through supply/demand dynamics. i said many months ago utek would go lower and that amat would go lower. i can easily see amat in the low to mid teens before the situation gets better. mu at $30 is a joke. current stock prices assume the money printing mania by alan greenspam continues. one this is for sure, it can't. when the plug is pulled, i don't know. i've heard the term inflation on the radio. rates will probably rise. 5% eps growth will one day not support 30+ pe ratios. jmho. good luck. ps - i could care less what bob admits. he's wrong on the semis, imho, and reality will bear that out so that it is utterly obvious - admissions or denials notwithstanding." ---------------------- You drew absolutely no clear connection between MU and AMAT or UTEK in your post. I now realize my MU comment seems to have hit a raw nerve that I truly did not intend and for that I apologize. Quite frankly, I did not view it as an attack any greater than the one you offered to Brinker by way of assigning him an opinion where he had none. That is the way I read your post and it is a valid reading no matter what you may have intended to say or what you thought were saying between the lines. I cannot read your mind and your stream of consciousness way of writing is difficult to discern at times. Believe what you want. You are incorrect in your assessment of my motivation. Good luck.