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Strategies & Market Trends : Guidance and Visibility

AAPL 271.50

+2.0%

Nov 21 9:30 AM EST

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To: DebtBomb who wrote (17833)	9/23/2001 1:08:52 PM
From: 2MAR$	Read Replies (2) of 208838

Well , we pull out of warnings season and earnings start up in another 2 weeks , always pretty much the same parade and sequence ...some Inets and networkers start off the parade. MANU RIMM ...first week of October , the second week brings EXFO RATL LRCX ....then YHOO RBAK NMTC ...and thursday 11th brings AEIS CREE CTRA JNPR RSAS DCLK VNWK ... ( noticed VNWK got a 30% pump on some talking head the other day ) Usually there would be some short covering and "hope" rallies just towards the end of warnings ending . Now with so much uncertainty in the terrorist fight and unseen events , going to be somewhat the case of "who is left standing"... Last season found DCLK RNWK YHOO and AMZN bidding up nicely and were all nothing but shorts...AMZN made $16-$17 , remember that day after they reported ? It was a spectacular fall ...fell from $16 to under $12 by the EOD on huge volume ...I'll never forget that day . I was not long AMZN...

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