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Strategies & Market Trends : Guidance and Visibility

AAPL 260.36

-0.7%

3:59 PM EST

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To: 2MAR$ who started this subject	7/27/2001 3:39:39 PM
From: golfnut777	Read Replies (1) of 208838

Interesting... Interesting comment from Herb Greenberg at TheStreet.com Remember you read it here first: With Cisco and its suppliers you will see, fairly soon, a snapback improvement as companies start to fill in where inventory has been depleted. This will fool investors (especially of communications chips companies) into thinking the train is leaving the station. It will be a head fake. Investors will have forgotten that demand, for the most part, is still horrible for the OEMs. Just food for thought to remember when this mini rally occurs. Tradable, perhaps, but not for the weak-kneed.

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