SI
SI
discoversearch

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: shrinks who wrote (54127)4/1/1999 12:20:00 PM
From: Earlie  Respond to of 132070
 
Shrinks:

Fred Hickey is a valued friend. In my opinion, he is "The Best" in N. America on the Semi/PC game. We don't always agree on every detail, but our views are very similar as you can see. Incidentally, whenever I have disagreed with Fred, he has usually been right. (g)

Fred has an amazing background and a wealth of contacts across the industry. He's also a superb sleuth and an excellent writer. His newsletter is a "must read" for anyone who has an interest in this arena. He is usually many months ahead of the N.Y. analysts who cover this sector.

Best, Earlie



To: shrinks who wrote (54127)4/1/1999 1:54:00 PM
From: John Graybill  Respond to of 132070
 
Kinda funny how they list insider sales, falling revenues across the board, saturation, etc., but make sure to point out that "he might be wrong!" -- twice -- and quote Dataguess analysts to provide "balanced reporting". Heck, they might as well have quoted some pseudo-named perma-bulls from the DELL thread. :-)


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News