Amy,
You have put in quotation marks several quotes from my post to John Fowler, however, you fail to mention that some of these quotes were originally yours, and were taken from your post to John. The central point that I was trying to make is that I believe Jonathan Joseph, in an attempt to be first on the Street, made alarming and false accusations. This led to erroneous conclusions, which should have been investigated more thoroughly before he put it out publicly. Jon took a risk by publishing these opinions, and will now have to pay the penalties, (or reap the rewards). I suggest you reread my post for clarification. I don't think you understood my post to John.
I agree with you that Ashok Kumar, analyst with Pipper Jaffray is very good. In fact, when Ashok first went with PJ, some 3 or 4 years ago, I posted on this thread that I thought he was the best Semiconductor Analyst. I still hold that opinion.
Regards,
Jules |
