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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: Jay M. Harris who wrote (4433)1/15/1998 11:09:00 AM
From: Ian@SI  Read Replies (1) of 10921
 
Jay,

RE: Ian, do you finally consider my posts as contrarian? Or am I the last bear to the honey bowl? Just curious...TIA,

Ususally I try to avoid posting comments on an individual's motivations or the individual him(her)self. I can create enough controversy just dealing with the content. ;-)

When you said, "... trust me when I tell you that the first half is not the issue. The second half is what these stocks are currently discounting. ...";

it sounded like, "I may have been wrong this quarter and last; I may be wrong for the next 2 quarters; but eventually, I'll be right, maybe."

So at the risk of being even more offensive than usual, it seems that you are holding onto some beliefs which are not supported by reality at this time. There are scenarios which would indicate that reality will not support your beliefs within the next 2-3 years or longer. You seem to give these alternate scenarios a probability of zero while your bearish scenario is given a probability of 1.

This may have nothing to do with your posts, but it's the way you come across to me. I wouldn't call it contrarian or bearish.

Ian.

P.S. Is it true that "Trust Me" is [favorite ethnic slur - i.e. English/French/Jewish/Polish/etc.] for "Screw you"?
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