>> IMO she is knowledgeable about the semiconductor industry, no doubt. What is in
question is her ability to comment knowledgeably about the stocks in question.
There is a difference in a company and it's stock. Since she currently has no
holdings in this sector, how can she possibly comment, unless she has invested in
the past? Also, the fact that she has no holdings may in fact make her biased
towards the Bearish camp since she may be hoping for a collapse so she too can
jump on. <<
For the record: I do not invest in semiconductor equipment stocks. I have no intention of investing in semiconductor equipment stocks, no matter what the market does. First, such investments would be ethically problematic, and second, I don't want to put my investment eggs in the same basket as my salary eggs. And third, the sector is way too volatile for my financial goals.
Yes, I am biased towards the bearish camp, because I think the industry and macroeconomic fundamentals point in that direction. But from the point of view of my personal holdings, I couldn't care less what AMAT's stock does.
My motives? Well, I like a good argument as much as the next person, and I learn a lot about what's going on in the industry. The collective filtering of the SI population screens out the good stuff better than any software I've seen. And yeah, I would like for more people to come visit Semiconductor Online, and being visible here is one of the most informative and enjoyable ways I can think of to encourage that. Plus, I spend A LOT of time online, so spending even a tiny fraction of that time here adds up to a lot of time spent here, and it's not as much fun to lurk.
As far as my qualifications versus CNBC, my bio is on the VerticalNet site, verticalnet.com. I'll let you judge for yourself.
Katherine
PS Brian, you're right, my criticism of your Lehman post was out of line. There was no need to direct my disagreement with the forecast at you personally. I'm sorry. |
