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Technology Stocks : INTEL TRADER

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To: Jurgen Trautmann who wrote (10068)	7/26/2001 10:54:29 PM
From: Berney	Read Replies (1) of 11051

Congrats are not determined by where you get in, but where you get out! Mr. Market continues to amaze me. GLW reports a $5B loss last night and goes up 13% today. Did you see the yearly loss on JDSU ($46.30 per share)? And CSCO barely budges after hours, and a possible breakout to boot. I'll be watching this one like a hawk. One must take note when the Market is discounting bad news. As to the GDP, it is a government figure so it is obviously cooked. Clearly, IMHO the only important government action is what the Fed is doing in the liquidity world, and, right now, they continue to flood the world with dollars. It will probably not end pleasantly, but that would be a thesis. I think I only have two of the Big Boyz left to report, for those with a calendar quarter. If one gets bored, I would appreciate if one could tell me what LU's EPS for the quarter were? It is just a very good example of some of the garbage that is generated by corporate America. TB

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