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To: Dr. Bob who wrote (2795)	4/1/1998 8:53:00 PM
From: HoodBuilder	Respond to of 5482

Well put Doc!

To: Dr. Bob who wrote (2795)	4/1/1998 9:21:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 5482

Bob -<<I will say that IMO, the Infrastructure people ought to stick to telling us what's going on in the industry, and quit making recommendations about whose stock to buy and sell when. It would be easier to establish their credibility on something they know (the former) and leave the latter (which is only partly knowledge-based) to the analysts.>> Maybe the problem with their recommendations is a lack of distribution. as freely available non-knowledge-based opinions tend to override. BTW, would you mind briefly summarizing what they said about LLTC? Thanks in any case. Regards, Don

To: Dr. Bob who wrote (2795)	4/1/1998 11:30:00 PM
From: roly	Respond to of 5482

Bob, I don't subscribe to Infrastructure but had read some of their publications being posted here in SI. I do recall that their timing lags the street quite a bit. I recall an issue they were cautious of AMAT which at that time was making big upward moves. Then, sometime in May or June they recommended AMAT which was closed to their highs. Lately, ( 2 or 3 mos ago) he said that TER and PRIA will not be affected by Asia. In fact he claimed in that issue that the factory people were busy. TER and PRIA had dropped since then. Just my observations. Roly