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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: Terry D who wrote (93997)8/22/2001 10:13:12 PM
From: chowder  Read Replies (2) | Respond to of 95453
 
Terry, in keeping with the spirit of your attempt to consolidate the collective minds, I'd like to extend a special congratulations to Metal Trader and Kodiak Bull for making "cool post of the day" on the SI Home Page.

Both of these gentlemen used to be regular contributors here. Both of these gentlemen posted these "cool posts" elsewhere and not on the same thread.

It indicates to me that it isn't who made the right call and who didn't, here on this thread What's more important in my opinion, is the value created when people share ideas, thoughts and insights.

Anyone who has a lick of intelligence knows that great thinkers must think outside the box. It's tough to think outside the box when there is an element that continues to want to criticize you for that thinking.

I support your efforts Terry and I congratulate MT and KB for their fine comments.

dabum



To: Terry D who wrote (93997)8/22/2001 11:51:24 PM
From: BigBull  Read Replies (1) | Respond to of 95453
 
Yeah, the magnitude of the error is so large, that it's kind of like INTC "losing" their production and sales numbers for a week. Can you imagine the torrent of stories from an outraged financial press that would ensue a faux pas of that order? I suppose only the "oil business" is permitted to play these games. The name of the company that "failed to report" accurately, definitely needs to be revealed and investigated. Imo that's far too much NG to just "lose".



To: Terry D who wrote (93997)8/23/2001 9:42:40 AM
From: Sharp_End_Of_Drill  Respond to of 95453
 
Terry Davies, the semi companies don't really have to mess with the book to bill.

As the amount they bill decreases in this downcycle the numerator decreases which increases the b to b ratio - this can give a false sense of improvement.

The media is quick to jump on an improving ratio, but not so quick to point out all the factors that drive it.

Sharp