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Technology Stocks : Intel Corporation (INTC)
INTC 37.89-0.1%Nov 12 3:59 PM EST
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To: fred woodall who wrote (119749)11/30/2000 9:08:26 AM
From: Road Walker  Read Replies (2) of 186894
 
Fred,

re: "The worst part of it is that in the past six months there hasn't been a single credible research report comparing sector valuations over market cycles, or at least credible enough to be debated in the financial media."

Wasn't it SSB that made the sector call on semiconductors, what, about five months ago when everyone else was still bullish? They didn't do a "sector valuation" report, but still their call looks prescient at this point. I also remember that most every analyst knocked the report, as well as most on these threads (myself included).

John
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