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Technology Stocks : Wolf speed

WOLF 18.62

-7.9%

3:59 PM EST

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To: unclewest who wrote (4439)	12/3/2000 8:00:00 AM
From: cooksbay95	Read Replies (1) of 10712

UW, FWIW (maybe not much) here are some comments I sent to Pat Mudge a couple of weeks ago re-Herb. I'm certainly not saying that Herb is right here ... but from the past record he is right sometimes (most recently w/LHSP)... I'd say it's worth making sure your backside is covered on CREE because Herb is nothing if not persistent. Cooks To: pat mudge who wrote (14279) From: cooksbay95 Saturday, Nov 18, 2000 4:05 PM ET Reply # of 14567 Pat, re- <<Incidentally, Herb Greenberg has about as much credibility as Bob Posani when it comes to investigative reporting>> ... I don't like Herb either ... but I have to say that over the years I have reluctantly and grudgingly come to recognise that when he is bad-mouthing one of my stocks I should at minimum listen. He has been "right" (from a bottom-line standpoint) about 3 of my stocks. First, back in the days when you were an MFer and we were both thinking that Amati would make our fortunes I hated Herb, I thought he badly misled people and distorted the truth ... I still don't believe he acted appropriately BUT if I hadn't been quite so emotionally opposed to him I would have made out better. I was lucky and made a lot of $ w/IOM but still only 25% of my peak gains ... mainly because I was too much in love with the stock. The second was more recent ... Lucent ... this time I was more objective and managed to keep most of my profits. Last but not least he was dead-on with LHSP ... and frankly he saved me a bundle ... I read his stuff again and again and decided he was onto something (despite still not liking how he represented his info )and got out before most of this falling knife decline. I still don't like his manner, I don't trust him ... but I do think that he has some sources who are pretty damn smart ... so I now read Herb (with some distaste) just in case he's dumping on one of my stocks ... and I think I'm more objective because of it. Well, just some thoughts for consideration ... meanwhile THANKS AGAIN for your TERRIFIC contributions to this and other boards. Cooks

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