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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Boplicity who wrote (25199)	12/14/2000 9:56:49 PM
From: Jim Willie CB	Read Replies (2) of 65232

MSFT warned a month ago, guiding lower Sherlund reduced estimates two weeks ago six PC vendors have warned now Microshit plays the final penguin jumping off the icepack The Oracle from Ellison claims Microsoft problems are entirely owing to PC slowdown, an end of a growth era he even implied they lied about the details something about inferior products, end of monopoly, poor product transition so how much is MSFT warning due to mismgmt or unfortunate transition ??? SO WHAT THE FARK IS NEW ??? PC sector is slowing down market watchers have become conditioned to believe a strong correlation with PC slowdown and recession it will take some evidence that retail spending is still healthy baseline, that capital expenditures are still healthy baseline, that unemployment will not accelerate maybe PC is yielding to other devices ??? no question economy is slowing I think Naz recovers after 11am tomorrow if we careened south, then NazFutures would be lock down 95 / jim

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