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

To: Mary Cluney who wrote (38599)	12/8/1998 1:19:00 PM
From: accountclosed	Read Replies (1) \| Respond to of 132070

I'm not a big fan of Eckhard Pfeiffer. I don't think he has a clue what he is doing. I sure agree with that.

To: Mary Cluney who wrote (38599)	12/8/1998 2:34:00 PM
From: Knighty Tin	Respond to of 132070

Mary, How do you define research? Listening to the co. spin and then kissing their ring as you bow out the door. Japan and China are negligible #s compared to the major boxmakers. MB

To: Mary Cluney who wrote (38599)	12/8/1998 3:48:00 PM
From: Mike M2	Read Replies (1) \| Respond to of 132070

Mary, i suggest you do some research as to how tech industry's and Wall St touts track record is for forecasting before you take so much comfort in them. I don't recall any of them predicting that excess capacity and debt would cause a recession/depression in SEA. Now these same dolts presume to be able to forecast growth in an area of the world that has a long way to go before recovery. Rick Whitington of Soundview Financial forecast that Micron would earn $17 / sh in 1997 CNBS touted him as if his words were from God's lips. I heard countless stories about DRAM shortages would last until the year 2000. I don't have the numbers in front of me but if memory serves the SIA forecast growth 18% for 1997 the actual results were a decline of 9% . how is that for forecasting-g- What really gets me is CNBS touts the recent SIA forecast with nary a word about their lousy track record. If a bear makes an appearance of CNBS they make darn sure the audience knows they have been wrong for whatever length of time. I would also suspect that few of the optimistic forecasts allow for a recession in the U.S. . Mike

To: Mary Cluney who wrote (38599)	12/8/1998 9:26:00 PM
From: Skeeter Bug	Respond to of 132070

>>May be you could offer him your 'research' services to him<< mary, he already did. when pfief the knife was touting how could sales are and how low inventories were, mike offered his research and said it was all bs. well in advance. pfief didn't like that research. neither did steve. steve said many of the same things you say now. after cpq cracked, steve got promoted to an insider and had to stop posting. uh, the day after cpq warned of no eps. convenient? ;-)