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Technology Stocks : Wind River going up, up, up!
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To: Alex Burns who wrote (1621)7/28/1997 5:03:00 PM
From: Ronald Paul   of 10309
 
Thanx for a thoughtful reply to my belly-aching about MMs. I did rant a bit :-) I certainly overreact. I've made big money over the years *not* listening to analysts. I just feel bad for capitulators that listen to ill-founded analysis from "experts" that cant seem to get it right.

We should take their analysis with a generous scoop of salt. Look how often the "experts" have simply gotten a high-tech segment dead wrong. Remember when they all started beating up on the networking stocks? Jump-starting the Spring Crash of '97 was just herd-emotion mentality dictating their outragousness - not sound market analysis. I feel great sympathy for their poor capitulating clients that took their recommendations back then. Look at the networking stocks today.

Take Sheila Ennis's report on the embedded systems market. Sorry to say, it certainly does not instill much confidence in analysts' ability to understand a market segment. First, she titles the report "Still A Rising Tide?" That certainly sets the tone and it aint positive. Then, she leaves plenty of wiggle-room for just about any interpretation a client would have. To her credit she does close with "It is worth exploring why some direct beneficiaries of the trend to outsourcing [operating systems] are having difficulty while others are thriving."

Uh ... excuse me, but that is what clients pay brokers $$$ to figure out.
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