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Strategies & Market Trends : Guidance and Visibility

AAPL 268.42

-0.5%

Nov 7 9:30 AM EST

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To: SusieQ1065 who wrote (78855)	10/19/2002 3:35:59 PM
From: 2MAR$	of 208838

Yah , I was very happy with INTC's fall and ready for it, and they always take it out on that giant piggie like for CSCO cause they have been given too much slack in the past . And at least INTC's people do tell it like it is ... but had my eye always loooking right over the next hill at IBM on deck which was very possibly going to swing the other sector the other way, bigtime , just look at how it has done this before ...and their was some decent news for the Bios as well....they had tipped the hand with a report earlier on IBM too coming out of GSCO , I think . Of course alot of mixed negative other reports too came in , but those wwere all expected .... Damn , looking back on CHKP it was proly a no-brainer short cause I didn;t believe that Goldman crap on the Israeli stocks , at least not for CHKP anayways ...what was the upside for it if they did meet numbers , $17.50 at best ? Was good risk to reward on that one . Bob made another nice call on IBM ...that jetjocky shows up , catches them and goes back to shacking up with whomever that lucky lady is ! Another mission completed , right Bob ? ;-)

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