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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: CAtechTrader who wrote (20711)	11/29/2000 6:01:20 PM
From: patron_anejo_por_favor	Read Replies (1) of 65232

CAtechTrader: Have to take issue with your description of the GTW warning. Only 9 days ago, GTW's CFO (formerly the CFO of that powerhouse known as Boston Chicken), stated "we remain comfortable with consensus EPS estimates and guidance on revenue for the fourth quarter and full-year 2000." biz.yahoo.com As such, this is a STUNNING reversal, and will weigh heavily on all PC related stocks, including RMBS, DELL, INTC, MSFT and possibly HWP and IBM.

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