Quarter to Quarter Aggressive Growth Stocks Message Board

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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks

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To: Jack Hartmann who started this subject	2/15/2001 7:32:12 PM
From: stomper	Read Replies (2) of 6928

Hi Jack. Thanks for the NT CC notes, very game of you. I swear I saw their CEO on CNBC just a few weeks ago saying they were on target. Something stinky is going on there. And they were talking about meeting the year even after being .20 1st qtr??, mmmmmmmmm, i don't think so. Someone dropped it BIGTIME at NT and the weakness in the U.S. was the best they could come up with to explain the slowdown. In one, single month the entire customer base for NT decided to fill their networks first? Don't buy it. I have a conspiracy theory (that will likely stop me from profits later in the year) that all these CEO's who are touting their second half for guidance are simply praying that Greenspan pulls a recovery out of his a**. If he doesn't, they guide down and take it on the chin anyway...it's a no loss for them by blaming it on macro factors. Well, anyway, I'm going to be watching insider selling very closely over the next few months. I know many are talking about this slowdown as just an inventory problem...let's hope. -dave

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