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

To: Ian@SI who wrote (24726)9/30/1998 12:08:00 PM
From: Katherine Derbyshire  Respond to of 70976
 
Dauvin is actually pretty good. He correctly called the 1996 DRAM bust, for example. (In 1994.)

No, Dataquest is not my pick for most accurate analyst either. I think the problem is their assumptions (which usually don't get discussed by reporters looking for a sound bite). If Japan and Asia fix their problems without causing a global recession, then yes, we may very well see 11-12% growth next year, but I'm not as confident as Dataquest that they will do so.

Katherine



To: Ian@SI who wrote (24726)10/5/1998 8:05:00 PM
From: William B. Carr  Respond to of 70976
 
Ian,

there was a good article about Dauvin in Bus. Week 9-8-97.
He had a good record but his forecast last year was way off (too
rosy). Took me a while to find the article in my files. Probably
can find it in BW web site.
Bill


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