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Technology Stocks : Silicon Valley Group

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To: Ian@SI who wrote (2117)5/8/1999 12:25:00 AM
From: Katherine Derbyshire  Read Replies (2) of 2946
 
>>Yet Katherine and Scott feel it necessary to argue that it's practically meaningless. <<

Go back and read my post again, please. The point that I was trying to make is that it is somewhat uncalled for you to "strongly suggest that [Scott] not give up your day job for a career in semi equipment investing" simply because he does not share your awe and wonder at the magnitude of Intel's investment.

Comments like, "I suspect you're going to lose a lot of shirts as you gain sufficient experience to be
successful." are not up to *your* typical standard, either.

Or are they? It seems like this is the third or fourth conversation of this kind that we've had. It's getting pretty boring, frankly.

Katherine
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