Hi Ian - "Diety" is okay by me. Something of the gremlin or ghoul variety.
My impression of semiconductor analysts (brokerage, newsletter, whatever) is that - with rare exception - they are adept at just one thing: ensuring job security. By casting doubt on an inherently unpredictable, hyper industry, they can manage a remarkable feat, i.e. being wrong a good % of the time while gathering new sheep to the fold
in the process.
At any rate, waffling on fundamental analysis is easily explained away in this industry.
And, back to that fundamental side...
Do you have any information about whether or not P-GILD will incorporate Cymer equipment?
Thanks, Bill
(PS: Hodess stuck by UTEK when other boneheads were jumping ship at the worst possible moment. He may revise his outlook on CYMI sooner than people think, especially with the price down. Perverse, but quite possible.) |
