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

To: Ian@SI who wrote (36844)	8/17/2000 1:59:09 PM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

I liked my response to a PM so much that I've decided to share it with the thread. :-) Ian. ++++++++++ ... Previous cycles were events such as the rise of the PC. This cycle is a fullblown global economic revolution. This is different from what the chip equipment sector has seen; but it is akin to the Industrial Revolution; or the Electrification of the world. Akin but not the same. This revolution is far more powerful. IMHO, Ian.

To: Ian@SI who wrote (36844)	8/17/2000 3:14:43 PM
From: pat mudge	Read Replies (1) \| Respond to of 70976

Ian -- A thought for you and any other long-time semiconductor followers. If analysts downgrade a sector and then a month later upgrade it, it seems to me they 1) haven't done their homework and are therefore incompetent or 2) have done their homework and are therefore duplicitous. Supply and demand don't change on a dime. There are massive amounts of research available with minute detail on the sector. As I see it there is no way an analyst couldn't keep current considering all the available information. I propose the media initiate a ranking system so that whenever an analyst or fund manager is interviewed his or her rank is posted in the corner of the screen. Little icons could be designed with, say, a farmer in hipboots for the worst, and a sceptered Merlin for the best --- all based on the accuracy of their earlier recommendations. Okay, enough idle chatter on a sultry August day. :) Pat