The Sage's Corner

[ancalagon]

The info is just too overwhelming and conflicting at times - partly becaus of different analysts' views. Then - one of the big things to consider is the difference between the industry analysis and the subindustry analysis, which can be huge. For example, S&P likes the "semiconductor" industry, unless you happen to be in the "commodity DRAM / SRAM" parts, LOL. It's fun...but so much info overload might just cause too much caution. Fun to read...what value? No clue. I guess any bit of knowledge edge helps.