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To: Estimated Prophet who wrote (38820)9/22/1998 12:20:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 53903
 
estimated--

at the risk of further infuriating you...i would like to submit that you probably understand the 'investment' better than the people who are managing billions in mutual funds and have a long position in mu.

is it any wonder that i am not exactly enthusiastic about the markets prospects going forward?

good luck to all,
trey



To: Estimated Prophet who wrote (38820)9/22/1998 1:00:00 PM
From: Bipin Prasad  Respond to of 53903
 
EP,

Bipin and I used to get upset with MU's movement till we learned about
1st, Commodity cycle in tech. One has to sell when pe is low in MU,
buy when pe is high. Second, learn investment cycle. You can't use
usual fundamentals in commodity which MU is. Third, follow DRAM price.

Hope it helps,

InSook


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