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To: Earlie who wrote (44120)3/22/1999 8:57:00 PM
From: Fabeyes  Read Replies (2) | Respond to of 53903
 
>>> The degree to which the bulls are disregarding the impact of the massive yield improvements and the PC problems surprises me.>>>>

Me too. But maybe MUEI's "profit" will help some people look a little harder. I think part of the problem is most people consider this to be an upswing. i am not sure we have hit bottom, and know FOR SURE the ASP's are coming down again. With the yield and the number of parts the Koreans' are coming out with it could be a VERY LONG summer.

I am still wondering why no one is worried about TI dumping its stock? If had 28 million shares bought for about $20.00 I would dump them at $50.00 without thinking twice -- if they don't their shareholders should ask why not. I would.



To: Earlie who wrote (44120)3/22/1999 9:10:00 PM
From: Bill F.  Respond to of 53903
 
no me ignoring the obvious problems has been a winning strategy for quite some time.the alfred e newman school of investing.