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To: ItsAllCyclical who wrote (84149)	1/11/2001 9:54:15 AM
From: Think4Yourself	Respond to of 95453

Yahoo is starting to track analyst calls now, at least on earnings estimates. That could be extremely useful in a few quarters IF Yahoo freezes all the estimates on the last day of the quarter. I would even be willing to pay Yahoo, or anyone else, for information like that as it will cleanly separate the few really good analysts from the many bozo's. IMHO the best analyst out there is Ashok Kumar, who works in semiconductors. The guy is willing to make the hard and unpopular calls in a timely manner. If he comes out with a downgrade on a stock you own you should immediately redo your research.

To: ItsAllCyclical who wrote (84149)	1/11/2001 10:18:24 AM
From: que seria	Respond to of 95453

Jim: I meant the "last word" on others' acrimonious debate over the nature of analysts and the validity/style of various posters' calls. The thread needs more, not less, of your very constructive approach to looking at which firms/analysts will actually help make us money! It's nice to see contributions unaccompanied by the need to mark one's territory.

To: ItsAllCyclical who wrote (84149)	1/11/2001 12:08:32 PM
From: upanddown	Read Replies (1) \| Respond to of 95453

Jim The problem with analysts from the big investment houses is their blatant conflicts of interest. They are so concerned about losing possible investment banking business that many of them are nothing more than management sycophants. How can one put any credence in an analyst community that says far less than 1% of listed stocks are outright sells? Wouldn't 50% be a more reasonable number? These ridiculous downgrades from strong buy to buy...what is that all about? Since it is impossible to tell who is honest (and also competent) and who is a paid shill, why bother? This column from Jim Grant in the current Forbes is a nice summary of a sad state of affairs. forbes.com John