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


To: Knighty Tin who wrote (48324)2/22/1999 6:14:00 PM
From: MythMan  Read Replies (3) | Respond to of 132070
 
>>but massive PE ratio contractions.<<

that is the one we're all waiting (praying?) to see. that will make us some money, weakening numbers in the tech sector hasn't so far.



To: Knighty Tin who wrote (48324)2/22/1999 6:38:00 PM
From: Broken_Clock  Read Replies (1) | Respond to of 132070
 
MB,

<<Fred also sees 20 million chips in MU's inventory>>

It doesn't seem like many if you were Lay's Potato Chips....Maybe they will go the way of the oil producers....oil now selling way cheaper than bottled water. Pound for pound, Lay's may be more profitable than MU's chips!



To: Knighty Tin who wrote (48324)2/22/1999 9:46:00 PM
From: upanddown  Read Replies (2) | Respond to of 132070
 
3. The strong first half sales of boxes due to Y2K has not yet appeared. As Compucom said, "the
corporate market apparently has not read the Forrester memo." Forrester was the guy predicting
huge 1st half sales due to Y2K and every bull on SI fell for it.


Mike

Maybe they decided to try this first...a lot cheaper...from Mon WSJ...

How to test if a PC needs a tweak? The simplest method is to reset the clock and
date to 11:58 p.m. and Dec. 31, 1999. (If your computer uses the Windows operating
system, you can usually get to the clock by clicking on the on-screen time display.)
Turn off the machine, wait several minutes and power it up. If the date reads Jan. 1,
2000, the computer passes. Next, call up important programs individually and check
the dates. One test is to create a new file or alter an existing file, then store it. If the
file gets dated January 1980, a common default reset date, you will need to start
trolling the Web for fixes.

John



To: Knighty Tin who wrote (48324)2/23/1999 2:15:00 AM
From: Peter Singleton  Read Replies (2) | Respond to of 132070
 
Thanks, MB, for the HTS report. And for passing on your take on Barron's as well. I better do well on the test, though. I hate to have to go back to doin' my own studying. <g>

hey, Earlie, you know Fred Hickey, don't you? I think he'd add something to the conversation here, if he's got the time. I don't think it'd be a waste of his time ... there's a reasonably decent signal to noise ratio here.

[edit, hey, mike magner, you should talk with Kurt Richebacher, too, to see if he'd like to add his two cents.]

Peter