Not be insensitive, but turning some thoughts to the market here...
We could see a rash of misses/bad misses this quarter....so much of tech close a high% of sales within last 2 weeks, and I gotta believe that this is all having a very disruptive effect....non-tech, well, I don't many blowing out estimates, and having a couple weeks of down results could cause misses there too...
I can tell you, and I live in insensitive fantasyland down here, that there is very much a pall (and justifiably, of course) around...I can just imagine other more normal locations in U.S. This event is not going to be quickly forgotten, and I think the effects on consumer spending, airline travel, etc. are going to be measurable over the next month at a very minimum..
I just pray that we get no more further events over the next month...the American psyche is still pretty fragile, and some real healing needs to take place over the coming weeks.
Maybe I'm restating the obvious, but thought I'd throw it out there.. |
