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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Math Junkie who wrote (6019)6/17/1999 8:31:00 PM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
Richard: Re: "Actually, he is right about semi equip execs not being that good at forecasting the business cycle."

That is my point. Cramer should know that this is just the way things are in this sector. He is a hedge fund manager so he should understand this point. The fact that he can be so critical of their lack of forecasting ability suggests to me that he is clueless on this issue and, thus, on the sector in general.
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