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To: chomolungma who wrote (177254)3/14/2004 5:32:54 PM
From: Robert O  Respond to of 186894
 
It's just become readable again after it was used as a soapbox for the options expensing debate.

That discussion was the most fruitful and illuminating this thread has ever had thanks to the insights and expertise of folks like Duke, GV, Huey, rkral,Brian, twfowler, et al. Therefore I'll assume your comment was tongue-in-cheek rather than head-in-....

;-)

RO

P.s. Your own description of the soapbox as the 'options expensing debate' signifies you don't understand this subject in any event. No offense.



To: chomolungma who wrote (177254)3/15/2004 12:30:29 PM
From: Amy J  Respond to of 186894
 
chomolungma and Thread, "Intel, Broadcom, Micron, Fairchild Upped at Oppenheimer"

By TSC Staff
3/12/2004 9:44 AM EST

"With the semiconductor pulling back on average approximately 15% over the past two months, we find valuations levels in the industry more reasonable," Oppenheimer wrote. "As we believe semiconductor fundamentals remain intact, we are turning more aggressive on the semiconductor stocks."
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Regards,
Amy J