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Technology Stocks : Rockwell-Spins off Conexant (CNXT)
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To: jas244 who started this subject3/13/2001 12:59:33 PM
From: David W. Taylor   of 2013
 
A quote from the famous Fleckenstein, one of the few pundits to actually get it right over the last year.

As I mentioned in the past, CNXT is a SELL, not a hold.

grantsinvestor.com (His column is now only available from a paid site.)

"The Measure of an Investor

I might point out that the way you'll be able to tell if folks have a clue about what is actually happening right now is whether or not they own semiconductor stocks. Anyone buying semiconductor stocks in this environment embodies a tripartite deficiency: they don't understand the semiconductor business, they don't understand the stock market and they don't understand the economy. At this moment in time, the semiconductor business holds the dubious distinction for being the area of the market that is most fraught with peril. So have I harped, because the semiconductor business is an area that bubblevision and the press have constantly tried to cheerlead folks into buying. Herein lies the next train wreck in tech."
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