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

To: Knighty Tin who wrote (55204)	4/8/1999 5:34:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

To All, The High Tech Strategist review. In general, an issue that is strong on pep talk and weak on new data. But still good poop. 1. Fred does the nasty bit of quoting Eckhard Pfeiffer's own words about how strong the first half of this year would be. <g> Kind of makes you wonder why the CFO sold 60% of his shares. However, he does warn to beware of CPQ using the last of the DEC takeover excess reserves to flim flam eps this quarter. 2. Something that we all know, but isn't mentioned enough: if PC sales are currently being hurt by channel stuffing, that means they have previously been inflated by the same. 3. He considers MU's quarterly profit a one hit wonder. 4. The best part of the issue, Fred rips the face off the seasonal scam the gullibulls are using. 5. I realized that Intel's down year in 1998 (while the stock hit all time highs) was a first for awhile. But I didn't remember that it was the first negative growth year since 1989. It is nice to read a guy who is not only old as the hills, but keep all the stats handy. <g> 6. As the PC boxmakers try to segue into services, Fred, the eternal optimist, discusses some past transitions after the mainframe and mini computers had their booms. Some names I had forgotten, like Edson De Castro, who was a Mikey Dell of his day. 7. He discusses the possibility and what I consider the need for a collapse at Microsoft. I'm still not willing to make the bet, but I'm glad to see Fred tackle an analysis of the Holy of Holies. 8. A comment I don't think can be backed by impartial stats, but I enjoyed anyway: "The least talented and most offensive money managers are heralded on Bubblevision (CNBC)." So, Bill Fleckenstein and Bill Meehan, still feeling friendly with our buddy, Fred? I know he didn't mean you guys, but I know I wouldn't put that comment on my resume. <g> A good issue and worth the price. MB