Twister, I have always appreciated reading your posts because they are an alternative perspective to the usually positive views of contributors to the sun thread. It makes for good dialogue. Infact your alternative perspectives are often an accurate indicator of the market response. I do not attribute that to luck, but rather a keen intellectual awareness of market dynamics. We however, do not know who you are or what your background is because you choose to conceal it. Nonetheless I can appreciate intelligence without seeing the diplomas.
You do yourself a disservice, however, in lambasting Addi. A brilliant man in analyzing trends in technology and someone who has also recognized your merit, though he disagrees with you in many ways. I believe Addi's analysis of technology trends is the correct one, and in the long run will be proven correct. What may happen to specific stocks, however, is more elusive, and the company with the best technology does not always win. You seem to have a good handle on how the market will perceive a given company and for that reason I look foward to your posts. I'm surprised by your attack on Addi, though. He has strong opinions but is always respectful. Just give us your twist, and let Addi give us his.
All the best,
Michael |
