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


To: pat mudge who wrote (36851)8/17/2000 3:44:49 PM
From: Ian@SI  Read Replies (3) | Respond to of 70976
 
Pat,

I'd vote for brain dead rather than duplicitous in the case of little jonny joey. He's conclusively proven himself to be a mental midget without even a room temperature IQ. Duplicity does require a refined intellect - something which this individual wouldn't recognize if it whacked him solidly somewhere. ;-)

RE: 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.


First the farmer in hipboots: I resemble that remark.<g>

Second, you're about 9 months too late. That idea would have turned you into a multibillionaire last year if you created a website to do precisely that; then had an IPO.

CNBC claimes to do it, but they seldom share the results.

WSJ and Institutional Investor both rate analysts but the scores are generally unknown to the public. Smart Money may also have a scoring system.

Most of the analysts seem to be mired in the shrubs and weeds of a repetitive undercapacity to overcapacity cycle that has plagued this sector since its inception. Few, if any, have been able to connect the dots of:

1. Optical Fiber explosion
2. Communications Services explosion
3. Computing explosion
4. DisIntermediation on a global basis
5. Rapidly expanding growth in Productivity

...

to appreciate that there's a very high probability that we're at the beginning stages of a multi decade global economic revolution. One that is fundamentally changing the world; and increasing the wealth and the quality of life for large percentages of the global population.

This isn't going to stop next Tuesday regardless of pronouncements from an incompetent, never-was, wannabe analCyst.

IMHO,

Ian.

P.S. The Eastern part of the continent is having an absolutely gorgeous summer day - nice cool breeze on a warm sunny day. Welcome to the real world of Semi Equipment. AMAT will treat you much better than CYMI did.