Last night I had some guests from CPQ, we discussed the economy of US and naturally as the case is they agreed that my points carry a lot weight.. I asked them that some 'bears' are dancing on their feeble tails' on weak book to bill ratio for March at .62, I asked them if NVLS and INTC or their own company CPQ can come with 9,4 b $ on .63 march b/to bill ration, what it will be like when b/to bill would be, 90? They were surprised by my spin and they told me Ike you are right we are at the verge of a explosive rally? Server based CPQ will be on forefront, I don't waste too much space but if we get positive GDP tomorrow that I expect for this quarter I will declare an end of era of 'soft landing.. 'Doubts..
This thread is dead when bears get a shaft upwards trajectory, today is one such day, some time I come back from my dinner, and as I am off limit when I eat, the way I come to know that market is up is when I come to Idea thread and find very few posts, I know that shaft is up. And I just go to bed without even looking at indexes today is one such day!! although today by mistake my bonzi told me about the levels..I know from this traffic on 'Idea' that bears are having little difficult time today// have a good day everyone.. Lets hope we close above 1228 and get next quarter GDP on track at plus 1.5%.. or more.. |
