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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (6018)6/17/1999 8:23:00 PM
From: Math Junkie  Read Replies (1) of 15132
 
Actually, he is right about semi equip execs not being that good at forecasting the business cycles. Lam CEO Bagley is the only one who seemed to have a good handle on where things were headed during the last downturn, at least of those that were making public statements.

Now, when it comes to knowing when to sell, that I will give them all high marks for. They do seem to have a good handle on when their stocks are richly valued, and one could do much worse than to sell when they sell.
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