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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: mister topes who wrote (2304)	11/29/1998 9:51:00 PM
From: Investor2	Read Replies (1) \| Respond to of 15132

"After this year's revision to its item structure and expenditure weights, the CPI is set to undergo another methodological change. This is one of the most important changes to the CPI ever conducted since it incorporates a new method of calculation rather than just updating the basic formula. ... ... The result of this revision will be fairly substantial, even in the context of the present low-inflation environment. Since the BLS publishes an experimental CPI, which employs the new technique, it is easy to quantify this effect. A good rule of thumb is that this new method will be shave approximately 20 basis points from CPI inflation rates (see Chart)." dismalscience.com Best wishes, I2

To: mister topes who wrote (2304)	12/3/1998 12:44:00 AM
From: Kirk ©	Respond to of 15132

Brinker has often said Kurlak does not rate high in his book of semi analysts. Seems both Brinker and The Fools agree with me! Tom Gardner wrote a good story on it today: I exerpted the good stuff below. Enjoy! "Eyes on Kurlak - The role of sales analyst" -by Tom Gardner (TomG@fool.com) fool.com exerpt: Which brings me to the story of Tom Kurlak, the Merrill Lynch semiconductor analyst that Fools in our Intel Corporation (Nasdaq: INTC) stock folder know all too well. Mr. Kurlak made a point not once, but twice, of sharing negative thoughts on Intel stock earlier this spring, citing increased competition from Advanced Micro Devices and pressure on the CPU side of the computer business in general. Our own Rob Landley, clearly now something of a pure expert on Intel (certainly in relative, and possibly in absolute, terms) responded to Mr. Kurlak's downgrade of Intel and his price target of $60 per share with the following comment, "Personally, I think the downgrade is bunk." Rob followed that along with an excellent point-by-point response to the Merrill Lynch downgrade (05/19/98: Fools on Kurlak). This when the stock was at $79 1/2. When Mr. Kurlak came out on Intel with negative comments and a $60 target price again (once more, right before triple-witching options expiration -- is there a regulator in the house?), your Cash-King Portfolio managers officially muzzled this analyst. We announced that Mr. Kurlak should make no more public comment about Intel until and unless 1) the stock hit his target of $60 per share (sans split); 2) he offered a public apology for being incorrect. We were pleased, with the stock now at $113 1/2, that Mr. Kurlak confessed, in a recent interview, that (in his words) "I am human" with regard to his projections on Intel. We'll consider that an apology and agree now to listen to his future pronouncements (especially those not falling within a week of options expiration day). And let me make it clear, we're not being critical because he was wrong. We're being critical of the general lack of accountability on Wall Street. And so... until we get a clear appraisal from Wall Street about the performance of its research analysts, we are officially announcing tonight that in the Cash-King/Rule-Maker Portfolio, heretofore, we will refer to the Street's research analysts as sales analysts. We encourage you to do the same. They look too much to us like individuals paid to speak often, to change their opinions with the passing of a breeze, and to do so with not a whit of accountability for us to think of them as research analysts. Hence, we encourage you to either call them Sales Analysts (SA) or Conflicted Research Analysts (CRA).

To: mister topes who wrote (2304)	12/23/1998 10:43:00 AM
From: Kirk ©	Respond to of 15132

Kurlac Upgrades Intel! Better late than never or time to sell? Obviously it is a great time to take profits to get back to 4% if you've been riding this great stock up. Read the full article here suite101.com With 300mm wafers and 0.18um feature sizes coming up, I expect $400 PCs with pretty reasonable Celeron processors will be sold all over China and the Tiger countries as they seem to be bottoming now. These $400 PCs are also expected to open another 15 to 20% of the US market for PC affordability. These are exciting times!