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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: fred woodall who wrote (36764)8/14/2000 6:59:44 PM
From: Dale Knipschield  Read Replies (1) | Respond to of 70976
 
Fred,

What a great post! Pretty much says it all about the quality of analysts at most brokerage houses!

Is anyone up on what Roger McNamee thinks of the current market? Also, there is another semi analyst whom I respect that reports out of Chicago on one of the Financial News channels. (Can't think of his name right now.) Haven't seen any business news on TV for two months now as we are doing exterior major remodeling and dish antenna has been down for that long. Should be back in action by Sep.

Regards,

Knip

Knip



To: fred woodall who wrote (36764)8/14/2000 7:11:06 PM
From: michael97123  Respond to of 70976
 
"Analysts and the Semiconductors"

Your post says it all. It sums up what most of us determined as truth over the last few weeks and months on this thread.
It tells us that history doesn't have to repeat itself if the players pay attention to it. Thats what many analysts fail to take into account. They are truly a brain dead bunch trying to make a name for themselves while prostituting themselves for the brokerage firms they work for. Just want to thank the folks here who constantly call them on their foolishness and dishonesty.



To: fred woodall who wrote (36764)8/14/2000 8:59:46 PM
From: C_Johnson  Respond to of 70976
 
Hi,

It should be noted that Milind Bedekar was the capital equipment analyst at SSB in May of '99. Yes, the the same guy who is now at DLJ and was quoted bullishly on CNBC and the Dow Jones Newswires today.

Obviously, the individual investor likes him a lot better when he is promoting the bullish case.

Carl