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

To: Knighty Tin who wrote (54390)	4/3/1999 4:36:00 PM
From: Knighty Tin	Respond to of 132070

Barron's Review, Part 3. 9. Everen Securities makes fools of themselves in the Research Reports section. They recommend Micron because it is expected that DRAM sales will increase from $18 billion this year to $40 billion in 2002. Really? Who expects this? Does this person have an IQ higher than his or her age? Gimme a break. Micron, of course, has tremendous market share. Guess he hasn't read the notes on Micron Only, this thread and from the Needham analyst showing that you can claim more market share if you lie about it. <g> Then he talks about MU's low cost structure. Uh, is that why they have all this debt, zero free cash flow, and are nowhere in either Rambus or DDR production? DuMM! Where do they get these maroons and why do they call them analysts? 10. Two of my favorite commentators made the Market Watch, but one was a disappointment. On the positive side, Will Lyons of "Short On Value" tore apart the knuckle draggers who look at Ebidta instead of eps. But Charles Biderman of The Bank Credit Analyst seems to have been sucked into the bullish herd. He argues with the idiocy of David Alger's data, which I did last week. But then he says the Dow is going to 14,000. I expect dumb statements from Alger, but it is sad to see them from the BCA. Whoops, sorry, Biderman's contribution was in The Mailbag. In Market Watch, Liquidity Trim Tabs tells us that smart money is buying stocks. Who is the smart money? Corporations. I ROTFLMAO at that. Corporations have always been the dumbest investors in the world. Liquor Tea for Tramp Slabs would have us beieve that today's mergers are brilliant. In a few years, if they survive, which I doubt, they will be telling us that the spinoffs and one time writeoffs of the cos bought today are great because they are trimming the fat. Really moronic analysis. 11. The Mailbag was excellent. One writer rips the face off Laszlo's claim to be a contrarian. He is as contrarian as the middle fo the pack Huskie on the Iditarod. <g> Another writed takes the NYSE to task for having a 10,000 celebration when the avg. NYSE stock is down one third from its 1998-1999 high.