Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 158.70

+1.0%

Dec 5 9:30 AM EST

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To: shane forbes who wrote (5441)	5/18/1998 5:42:00 PM
From: Katherine Derbyshire	Read Replies (4) of 10921

>>And finally as a rule I pay no attention to analyst recs. and I do not trust any of their s/t recs. - I think they have too many competing interests to juggle. BTW one of these is the competing interest of a lot of shareholders who believed Mr. Kurlak in Dec. the first time and got out of the sector only to watch the stocks you sold off go up another 30-50%. << Amen, brother! Before listening to another analyst, run, don't walk to your local newsstand and read the article in today's Wall Street Journal about the risks (to the analyst's personal bottom line) of delivering bad news. (1st page, last column. I don't subscribe to wsj.com so don't know the URL.) And of course, since bad news is so rare, those who deliver it get attention out of proportion to their accuracy or importance. Katherine PS Although, for what it's worth, I agree with Kurlak's comments re: overcapacity.

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