Tony, re: "I'd be curious to see your "big tech list", warning from one of which would take away all bets."
The usual suspects, any of the big PC folks, NT or MOT, Intel, MU, CSCO, JDSU, AMAT, EMC, MSFT or ORCL. Any of the stocks that have been going up and the confidence is high. I'm sure I'm missing several here (probably the one that will warn). A warning from an LU would be more of the same and not so bad, a warning from an LSI could be written off as not quite as significant for the industry.
SLR came in with good numbers, great guidance, and said the industry could be constrained through 2001 (trading down afterhours).
John |
