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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: yard_man who wrote (56347)1/10/2001 3:22:42 PM
From: chic_hearne  Read Replies (3) of 436258
 
tip, when talking about big cap tech such as MSFT, INTC, ORCL, CSCO, there's no need to discuss business fundamentals. They don't matter.

Each of these guys has to figure out how to come up with $250 MILLION or more in profit each quarter now that they can't sell garbage Naz trash for huge gains. And this is just to meet last years numbers.

Any of these companies could have a phenomenal year business wise, but they will still be reporting down YoY profits because their leverage machine broke.

That's why I really don't care about funnymentals on these guys. Actually, in a way their fundamental business is selling stock and that business is broke.
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