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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Earlie who wrote (77601)3/8/2001 10:43:21 PM
From: AllansAlias  Read Replies (2) of 436258
 
Earlie,

It's even slightly worse than we discussed. You've got companies going from +20% q/q to -35% and such. Got implosion? I think half of it is blindness, wishful thinking, and criminality, and the other half is genuine surprise at the speed of the slowdown. Some of it is also pipeline issues, but once the pipeline is cleared I think we are looking at a *much* lower demand.
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