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Technology Stocks : Semi Equipment-Sell when they're singing in the streets
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To: Pink Minion who wrote (218)7/5/2000 10:27:06 PM
From: Pink Minion  Read Replies (1) of 276
 
I hated this guy in 1995, but he nailed the top. Here's what he said last week:

thestreet.com

"Over the past week, once again, there've been numerous
concerns raised over cell-phone demand, chip inventories
and capacity increases," Whittington wrote. "Our checks
with industry sources suggest these concerns are -- once
again -- misplaced. The specific 'talking points' are accurate
but the conclusion drawn is wrong."

For those who are unfamiliar with Whittington, or who are
quick to dismiss all Wall Street analyst as slaves to
underwriting's siren song, Whittington left SoundView in
1996 reportedly because that firm refused to back his
negative (and ultimately correct) call on the industry. He is
not someone who fears the reaper of negativity.

Whittington returned to the sell side last August, promptly
adopted a extremely bullish outlook and hasn't wavered
since.

"Our conclusion here is that not only is the cycle alive and
well but proving much longer lived than anyone had
anticipated, suggesting that capital spending programs are
soon to be ratcheted still higher," the analyst contends. "As
the summer concludes, we believe investors today scared of
their own shadow will gain conviction and embrace these
stocks like there's no tomorrow. Will you?"
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