does anyone know when/where TK suggested the 20% figure?
i just procured a copy of a merrill report dated august 6.
this bulletin does not have TK's name on it, but the tone is
not at all exuberant, indeed, it is cautious and circumspect
about the semi industry, acknowledging the slow recovery,
and the catchup of supply and demand, and reminding of the
historical cycles of the industry.
has anyone access to ML research? i don't know if this is TK
speaking, but whoever it is, is not a shill for the stocks.
thanks tom. i find finance a pretty interesting topic, so
i have plenty of reasons to know how the pros and academics
view the market. indeed, my own personal experience says
i should just index (the conclusion of many researchers),
but then, it just isn't as much fun as putting money on the
line with a dollop of invective as evidenced here on this
thread...
-r
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