VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Voltaire who wrote (26415)	12/20/2000 5:38:47 PM
From: surfbaron	Read Replies (1) of 65232

V: Saw an analyst interviewed today and he made a comment that made sense of the nonsense regarding earnings. The last two qtrs are up against Y2K zilla qtrs a year ago. Also while in SFO selling my sh*t I spoke with a large metal stamper who supplies the likes of HP,Solectron,CSCO,NT. The slowdown is not a recession, just an over abundance throughout the supply chain, that came about as a result of basically 6 months of hell bent demand that has slowed back down to the mean. Should be worked out in next couple of months.

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