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To: Jock Hutchinson who wrote (17014)	2/12/1999 5:40:00 PM
From: DavidG	Respond to of 25814

Jock, Don't forget to exclude his last four calls on INTC and and his last 6 calls on MU. Aside from those mistakes he wasn't that far off.<g> of course they found that flipping a coin had more accuracy than taking Kurlak's advice.... but other than that one might have done ok.<vbg> ...hmmmm and if he was really that good why did Merrill Lynch let him go? Oh well I'll think about that tomorrow.:-) DavidG

To: Jock Hutchinson who wrote (17014)	2/12/1999 6:00:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Jock, >>>Duane: If you take out his recent calls, Tom Kurlak had the best record of any analyst in the very difficult to call semi industry.<<< I disagree. He was known for doing little research, at least in the last couple of years, and resorted to shooting from the hip instead. He didn't take the trouble to learn about Intel's segmentation strategy, their awesome yields and other manufacturing prowess unmatched by any except IBM. I hope he finds a place next to Vinik and Whittington in analyst infamy. Good riddance. Tony

To: Jock Hutchinson who wrote (17014)	2/12/1999 6:17:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Jock, I'm sorry but I didn't see Kurlak's calls in the last year or so as anything close to the mark... We were beginning to use his calls as a contrary indicator. Case in point: E-Graphs moved into MU--low 20's --almost simultaneously with Kurlak's downgrade (at MU's bottom)... At which point we noted that she had "a sure thing". Needless to say, MU did "well". Your point is well taken on the Kurlak of about three years ago or so... but he didn't resign for hitting the mark too close recently (IMHO) TSO