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Politics : High Tolerance Plasticity

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To: MetalTrader who wrote (3554)	4/18/2001 8:10:44 PM
From: CommanderCricket	Read Replies (2) of 23153

Spent the day at 37,000 feet. I'm not one to step in front of the fed train, but not much has changed. Tech isn't going to be growing earnings anytime soon. Revenues for the next two quarters are dropping.... This is a "feel good" rally. When I looked at the closing prices of several EMS providers, ACTM, SLR, FLEX, I'm amazed. The bad news hasn't really come out yet. Specifically for Flex and Solectron. What happened to PDE? PGO? Time to reload.

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