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Technology Stocks : Rockwell-Spins off Conexant (CNXT)
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To: Bread Upon The Water who wrote (1996)9/5/2003 2:59:30 PM
From: gpowell  Read Replies (2) of 2013
 
Technically David was never banned from a thread. The CNXT specific information content of this thread dropped to zero – mostly a result of David’s posts. So someone created a CNXT information only thread and dis-invited David – since he never posted company specific information there was no impact to David.

I am sensitive to this because I have been on threads wherein I have been among a small minority of dissenters on the stock in question. There are always some in the majority who act like it is some grand heresy to say anything negative on their baby and that they know best.

David was a dissenter on the market – not specifically CNXT. He knew nothing about CNXT. There were warnings posted back in July 99 that price was diverging from fundamentals, yet no one reacted negatively.

Understand that David came on the board in Mar 2000 – after the stock had been driven to 132 by momo players and was in freefall back to rational prices. People reacted to David negatively when he posted his analysis, which consisted of nothing more than appealing to a trailing 12 month P/E ratio and identifying CNXT as a Dot.com, from then on people just trashed David.

However, when you ask these same people to reveal their ownership levels and whether they have any professional connection to to the stock in question they are not very forth coming.

There are two problems with this statement. The most obvious is that you can never know really someone’s position without looking at their account. In addition, you can’t know a person’s position by what they post. Some people will post negative information when they are long – or positive information when they are short.

Being concerned with another poster’s position is an indication that you aren’t capable of processing information. Therefore, you need superfluous signs of credibility.
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