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Strategies & Market Trends : Guidance and Visibility

AAPL 264.21

-1.1%

10:26 AM EST

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To: keithcray who wrote (1366)	6/26/2001 7:25:02 AM
From: 2MAR$	of 208838

Selling the Fed but , also buying the dips at the same time ...if you can do both , that would be the ideal... Market has been already been anticipating earnings warnings and correcting individual stories . If you are a short , it's a stock-pickers dream if you spot the weak ones like AMCC...and if you are a value player there will be some good dips to buy too. Still have warnings to get thru and the next earnings season that could see some weak anticipation runs , and even more selling , if the results are worse. The fed is a so-so non-event , for all the hoopla , imo, they have done all they can . NETE has showed strong growth and has accumulated a strong list of customers and a partnership with VRSN . It did post a spectacular growth rate YOY 1rst qtr of 286% from $6mil to $26 mil and a positive net income of $10c a share ...but it is just as vulnerable to economic conditions like any other , and with a PE here of 144 .... It's pretty hard to justify in this climate that kind $bil valuation , though last EPS were impressive . NETE just one of those a little slower to correct.... Last earns report here, they are scheduled to report 6/25 : Message 15753319

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