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


To: PaperChase who wrote (32271)9/5/1998 9:42:00 AM
From: PaperChase  Respond to of 132070
 
Gosh, this is turning into a broken record:

" U.S. Treasury Secretary Robert Rubin urged Japan on Friday to move quickly to shore up its weak banking sector and boost domestic demand, saying the entire world was expecting Tokyo to take swift action.

''I emphasized the importance of implementing strong actions to strengthen the banking system and restore confidence,'' Rubin told a news briefing after a 90-minute closed-door meeting with his Japanese counterpart Kiichi Miyazawa."

I can't believe the Japanese leaders are still dancing and taking bribes. Remember all those books in the '80's about Japanese style management? It's a good thing U.S. managers were slow to catch on. <G>



To: PaperChase who wrote (32271)9/5/1998 1:10:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
PC, Mark Edelstone is the chip analyst I squashed in the July 15, 1996 issue of The Business Journal of San Jose and Silicon Valley. He was recommeding purchase of an underpriced stock called Atmel. Needless to say, I was recommending long puts. Stone head is only right once a millinneum. <G>

I don't know the Piper guy. But here is what is going on. We have had back-to-school sales and will have Xmas sales. The seasonals favor monopolies like Intel and Microsoft. It does nothing for a company like Compaq, who has no profit margin due to high competition.

That being said, I still think that Intel has too much inventory and they are starting to feel the pinch of actually competing in the market place. Since I don't know what these guys estimated, it might just be a case of setting the bar so low that even Intel could jump it.

MB