Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Ian@SI who wrote (10270)	3/6/2002 10:05:08 AM
From: willcousa	Read Replies (3) of 10921

I don't want to be Skilling's advocate here but something bothers me and perhaps I have missed some of the details. I thought that Skilling was CEO for only six months and before that was in operations. Often there is a conscious disconnect between purely corporate staff activities and operational activities where one does not impact the other. In some very large companies I have worked in this happens. Thus, those in the corporate staff would conduct their hedging and trading activities without involving the operations that were being hedged. I see a situation where Skilling came into the CEO role from operations, quickly got a smell of something rotten, made sure he didn't get involved and got out of there in six months. This would make everything I have heard him say true. Any thoughts?

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