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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Gottfried who wrote (8759)10/16/2000 6:06:58 PM
From: Cary Salsberg  Read Replies (6) of 10921
 
Thread,

Zeev and BTB,

Zeev made a statement about a correlation between peak cycle prices and peak BTB.

1. There is no a priori logical reason for the correlation, if it indeed exists; and

2. One need not understand BTB to observe the correlation, if it indeed exists;

I believe that attacking Zeev is akin to "biting the hand that feeds you." If his statement can be verified by historical data (and the data is certainly available), he has rendered us all a great service.

I think the market has taken its toll on the participants of this and other threads. When personal attack replaces, simple verification of a purported statement of fact, the utility of the thread as an investment forum seems certainly in doubt.

Cary
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