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To: pater tenebrarum who wrote (16221)9/6/2000 11:47:03 AM
From: Gary M. Reed  Read Replies (1) | Respond to of 436258
 
Heinz,

Agreed on the oil stocks have been going up, but I ask you this:

Let's say a chipmaker had the price of their chips going from $2 to $5 over the past year. What kind of parabolic ramp would those chipmakers' stocks do under those circumstances? The ramp oil&gas stocks have had is indeed impressive, but peanuts compared to what POS would do if their chip prices were to rise 150% in a 9 month period.

In POS's case, you'd have analysts like Dan Niles extrapolating that price rise into a 5-year annualized growth rate. In oil&gas' case, the analysts poo-poo it by saying prices are bound to come back down.



To: pater tenebrarum who wrote (16221)9/6/2000 11:47:45 AM
From: William JH  Read Replies (1) | Respond to of 436258
 
Heinz, I think Dudak was given the left foot from WSW because she was bearish for 3 straight years without ever changing her view.

She received the "halo" for being right on such a small percent of the programs that she was sacked. It would have been hard for anyone to be more wrong than she was. (I personally like her).

That's my recollection anyway.

Regards,


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