SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Knight/Trimark Group, Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Sir Francis Drake who wrote (7004)1/26/2000 12:25:00 PM
From: BWAC  Read Replies (1) | Respond to of 10027
 
SFD,

I have to disagree. She is not an idiot. She produced a report that, in my opinion, supported her theories. Of course I fully suspect that her "theories" were developed much more upon some unknown to us agenda than actual intuitive thinking. The report accomplished exactly what the unknown agenda wanted it to.

Now those who choose to read the report and CHOOSE to sell into that today are the real idiots. (This does not mean those unfortunate enought to have to sell due to margin). They are idiots because they simply cannot think for themselves. Whatever the analyst says goes. Yeah Right.

Pile in, pile out, buy at the top, sell at the lows. I got a whole list of stocks that the analyst said would go nowhere for years in October of '98. LRCX from 8 to 140, LSI from 12 to 84, on and on and on and on..............
BUT you should BUY these stocks today according to the analysts?



To: Sir Francis Drake who wrote (7004)1/26/2000 1:40:00 PM
From: Bob Kim  Read Replies (2) | Respond to of 10027
 
Morgan,

I thought you might enjoy this bit of nostalgia from my write-up on Amy's WITC coverage from last summer:

Bear Stearns' Amy Butte appears to have adopted some internet valuation religion via BSC's internet analysts. That's in sharp contrast to her conservative valuations of NITE while at Merrill Lynch. She's been more proactive on this name than her competitor, probably because she hopes to gain a higher profile. We think the analyst is not successful in presenting as compelling a case for WITC as she might like. If WITC were as wonderful as suggested, maybe Butte should be working there. (07/28/99)