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.

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

To: Knighty Tin who wrote (43722)	1/17/1999 9:45:00 PM
From: novice investor	Read Replies (1) \| Respond to of 132070

Hi Michael, >>But the stock will not wait until the receivor is at the door, unless they change their name to Micron Tech.<< I'm amazed at resiliency of MU. It's like Jason in old Halloween movies; it just wouldn't die. It just gets more and more hideous and public loves it. Since I do own token amount of MU June puts, I'd like to know your stop loss approaches. How do you decide when to cut loss and sell? Thanks, NI

To: Knighty Tin who wrote (43722)	1/17/1999 10:49:00 PM
From: The Perfect Hedge	Read Replies (2) \| Respond to of 132070

Mike and All- Can you believe this?We've got to be getting close to the top of this mania...... Message 7333980 Message 7332328 B*

To: Knighty Tin who wrote (43722)	1/18/1999 7:55:00 AM
From: David Semoreson	Read Replies (1) \| Respond to of 132070

>>if you believe as I and anyone who is paying attention believes<< Channel inventory was static at 5 weeks (and company inventory down to 2 days), so even if that is a "stuffed" level, it made no contribution to this quarters performance. What are you "paying attention" to? >>Should Apple be priced at less than 15 times eps or 1 times sales? Yes, if you believe it is at peak eps and heading into a decline, as I do.<< Since you have made earnings estimates for Apple, please share some details so I can understand your specific position. What is your revenue estimate for new G3 Pro? new P1 product? QuickTime 4? OS X Server? What margin estimates going forward? Expenses? Use of cash? Do you expect them to miss estimates this quarter? Did you predict the last 5 quarters upside? ** David