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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (10089)6/3/2004 12:26:35 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 25522
 
Good article - points out how some people think and respond to the news of the day. Within the article there was a reference to another article which I thought was pretty good. It has to do with the "Incredible Shrinking P/E"

biz.yahoo.com



To: Proud_Infidel who wrote (10089)6/3/2004 12:42:43 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 25522
 
I am sure most recall the anecdote of a group of blind men describing an elephant. Just replace the elephant with the semiconductor cycle and the blind men with the analysts and market researchers and you get an accurate picture of the state of the investment research art.


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