Scott,
First of all, your name calling is not appreciated. It adds nothing to the discussion and only shows your true character.
how you quote and cite analysts when they convey something you like
This is utter nonsense. I try to post everything relevant to my equipment stock holdings, whether it is a news item on DRAM price declines, or negative comments from an analyst. As investors, we should be fully informed- this necessarily means both good and bad news. If you go back and read ALL of what I post(especially on the AMAT thread), you will see this.
As for Sue Billat, I posted that information because I believe she is one of the, if not the most insightful analysts covering this sector. She had experience at UTEK as an engineer before becoming an analyst. Not many analysts have hands on industry experience, and as such I value her opinion much more than most other analysts. Not every analyst deserves our praise but many derserve our disdain. I make no secret of the fact that most analysts are nowhere near the class of Sue Billat.
Your cheerleading for all things equipment has continued unabated during the last 6 months...yet the average stock in the sector has lost over 50% in this period!
I like the sector and as such am heavily invested in it; I never try to hide this fact. Again, your name-calling does little to add to the discussion. I never tell people "Buy Here" or say this is going to XXX in X months. So your cheerleading charge is spurious at best and malicious at worst.
BTW, this is the same Sue Billat who spoke quite favorably about KNS a couple weeks back...especially in regards to the CerProbe purchase
This market has proven many people wrong. Billat is in very good company.
FWIW, I posted what Billat had said on CNBC because it was consistent with what myself, Cary and Ian had said earlier in the day that KLIC is not a barometer of industry health. Your name calling will not make it so.
Brian |
