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: PaperChase who wrote (39455)	10/1/1998 8:29:00 AM
From: Thomas G. Busillo	Respond to of 53903

PaperChase, absolutely it's a commodity play with terrible quarterly performance. However, maybe you argue that commodities undergo cycles and a good time to buy is at the bottom of the cycle and that while their absolute numbers are terrible, relative to the other players, they held up pretty well. So, maybe you argue that's it's a "special situation" where you break the normal rules. My problem with that argument is that a) I'm not convinced it's the bottom b) the White House spin operation could learn a few things from this crew c) any institutional money manager who seriously believes that lightening is going to strike twice or that this stock deserves to trade where it's at now on the FA is somewhat of a "special situation" in their own right <g> Good trading, Tom