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To: Zeev Hed who wrote (20528)12/31/1998 11:04:00 AM
From: Ian@SI  Read Replies (2) | Respond to of 25960
 
Zeev,

1. Reporters normally prepare a story, submit it to an editor, then a month or so later, if they're lucky, it gets into print. i.e. - it's out of date by the time we see it.

2. Like most of the rest of us, reporters tend to be real good at looking through a rear view mirror in order to predict a continuing trend.

3. There are enough dissenting views from industry insiders to cause me to believe that something significant is happening re an upward deviation from the trend.

The story was interesting even if I think the conclusions were wrong.

FWIW,
Ian.



To: Zeev Hed who wrote (20528)12/31/1998 11:31:00 AM
From: TI2, TechInvestorToo  Respond to of 25960
 
Great article, I agree. Is this news already in the stock or not? A question I struggle with.
TI2