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Strategies & Market Trends : ahhaha's ahs

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To: ahhaha who wrote (1563)	3/14/2001 11:36:03 AM
From: ahhaha	of 24758

On CNBC Art Hogan at Jeffries claimed the tech earnings problem is one of demand, but my friend quasar_1 will tell you that it is one of overcapacity. More demand won't lift earnings. It would only slow the effect of built-in overhead. quasar_1 has been complaining about this for 3 years. He said, "how does anyone make any money"? It is unwise to argue against what quasar_1 has said even if he got tired from saying it for so long that he quit all this nonsense in frustration. It has taken the stock market all these years to figure out. When was the last time MSFT sold any software directly in scale? They have the sweetheart deal with box mfgers. If the boxes slow, MSFT's earnings must slow. MSFT has tied themselves to others unnecessarily, or maybe necessarily in light of the ever increasing saturation of the PC market.

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