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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: SMALL FRY who wrote (17288)3/6/1998 11:01:00 PM
From: Gottfried  Read Replies (3) | Respond to of 70976
 
SF, I remember reading an interview with Kurlack some time back
where he actually gloated because his comments 'brought down'
an industry. I think his phrase was "we pulled the plug". Some of
these guys have to enjoy their power too much. But then, Mr.
Greenspan - whom I respect - also wields far too much influence.
Or is it because we grant them that influence? What if Alan or
Tom said "the sky is falling" and nobody sold?

GM
PS: The IBM thread has had ONE post per day the last 3 days.
exchange2000.com



To: SMALL FRY who wrote (17288)3/7/1998 3:05:00 AM
From: Teri Skogerboe  Respond to of 70976
 
SF, ***OT***

I really wasn't looking for the date, if I run across it I'll give it to Marc, otherwise, it seems good enough to just say it was months ago. I understand your (and others) doubt and disdain for the analysts, in general, and usually agree. I've been reading TK's research for about a year and for the last 6 months closely. His reasoning makes too much sense to ignore, IMO. If not for this, I would've probably blown it off and gone happily along.

Hope that makes some sense.

Regards,
Teri