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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Return to Sender who wrote (576)5/14/2001 6:36:20 AM
From: scott_jiminez  Read Replies (1) | Respond to of 95738
 
In other words, RtS, 'the trend is your friend' and CEOs are your tour guide.

Perhaps.

A recent post on the Klic/Yahoo thread speaks to CEO foresight, 'Anyone who uses the forecast of company CEOs - or the brilliant insights of forecasters from organizations such as SEMI (who last year predicted a strong semiconductor market through 2003 and who this year predicated a weak semiconductor market through, you guessed it, 2003) - any one who is foolish enough to believe these folks GUESSES about future market conditions gets the lousy returns they deserve.'

'Don't fight the fed' trumps 'The trend is your friend'.