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Politics : High Tolerance Plasticity

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To: Gottfried who wrote (3315)	4/13/2001 1:18:52 PM
From: Sharp_End_Of_Drill	Read Replies (4) of 23153

Gottfried, you wrote: <<<Commander, thanks for the news from ground zero. You said >When we submitted our RFQ, Jabil notified us that they had enough inventory for the rest of year.< The unspoken assumptions are that Jabil told the truth and Jabil's situation is typical.>>> What they really meant was that since they had gotten zero orders in the last three months their inventory will theoretically last for infinity, but since they know that can't be true they just guessed and said one year. From you hope for tech springs eternal, and that's an admirable trait - but one that may make your pocket book suffer. I'm in the same camp as CC and Dabum. My gut feel and everything I read supports my notion that tech is bleeding far worse than most people realize. This current rally is a typical bear market rally, nothing but fluff. I agree we'll see CSCO in single digits, along with many others. There is a pile of money to be made if I'm right, and the higher this rally goes the better for that plan. Sharp

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