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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.52-4.9%Dec 12 9:30 AM EST
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To: WTSherman who wrote (9351)1/20/2001 3:34:12 PM
From: scott_jiminez  Read Replies (4) of 10921
 
You say, 'I'm also not sure what you're talking about when you refer to what others on the thread are saying.' We had the spectacle last year of numerous posters here, on the AMAT thread, and elsewhere, totally trashing Jon Joseph for predicting a downturn in the industry. The phrase 'They get paid for that???' was worn threadbare. At the time the evidence was everywhere that demand was strong and a sustained level of revenues was to be expected. Most contrasting views were smothered by a cacophony of posters expressing this dogma.

Jon Joseph was right.

Now we have a similar cacophony of posters expressing the dogma of sustained downturn with a significant impact on the sector through most, if not all, of 2001. And the hidden voices, such as (at least) 2 fed governors, and others, saying the second half of the year will be strong, are barely heard. And just as we heard the fully reasonable rationalizations of why Jon Joseph was plain silly, now we're hearing all the perfectly logical reasons why this slowdown will be significant/severe.

We should have paid MUCH more attention to the lone voice in the corner last summer.

Draw your own analogies to the present environment.
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