SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : MDA - Market Direction Analysis
SPY 659.00+1.0%4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pater tenebrarum who wrote (35801)12/22/1999 10:09:00 PM
From: Lee Lichterman III  Read Replies (1) of 99985
 
Well a clue as to what might prick this market may have been released tonight. Surfing around the Micronthread and they reported earnings which were OK I guess since I haven't had time to see what tint smoke they used on the mirrors this time but thier release did have this tid bit in it...

...The Company's PC systems sales declined in the first fiscal quarter of 2000 as compared to the immediately preceding quarter principally as a result of lower
levels of consumer and government sales....

Now, what will be the market's reaction if DELL, and GTW pre-announce and also what if SUNW and some of the other big guns are slowing also. CSCO hinted that growth was slowing but the street blew it off just like they ignored 3com until the 10Q hit them in the face. Could there be a big warning lurking on the horizon???? Remember even analysts were only expecting growth of 25% on most ofthese companies and their stock prices have double and tripled so far. As actual numbers come out and everyone realizes that the huge upside surprises aren't there, then what??

Good Luck,

Lee
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext