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Technology Stocks : Intel Corporation (INTC)
INTC 40.51-7.4%Dec 4 3:59 PM EST
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To: GVTucker who wrote (114408)10/18/2000 6:04:45 PM
From: THE WATSONYOUTH  Read Replies (1) of 186894
 
Translated, I think that this earnings report might signal the end of SUNW's exemption from the market's new found love for valuation. There's nothing necessarily bad here. There's just a few code words--things like net income growing slower than revenues, orders rising slower than revenues. In end, heck, I dunno, it just feels like it.

I agree. The competition will step up big time from here. Their margins will be under relentless pressure. This may be the last year for hyper growth.

THE WATSONYOUTH
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