Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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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: Q. who wrote (8976)	11/1/2000 1:12:29 PM
From: Pete Young	Read Replies (1) of 10921

The question that keeps coming into my mind when I read these downgrades is; why? How are we benefiting from this "information"? I think the answer is that the information is already in the market price. This information was shared some time ago with MSDW's clients. Releasing this "information" to the public is merely trying to scare more buffalo over the cliff. Now, please don't interpret this to mean that I think MSDW is lying, it's just at these prices, investors can't do anything constructive about it. On a second point, anyone care to speculate on the divergence of opinion between Dataquest and Wall Street? Who pays Dataquest? The industry? Who pays Wall Street analysts?

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