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Strategies & Market Trends : Guidance and Visibility

AAPL 276.76

+1.9%

3:38 PM EST

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To: Paul A who wrote (17839)	9/23/2001 1:36:47 PM
From: 2MAR$	Read Replies (1) of 208838

I edited that just for you <gg> The "back to school" buying rally was no more this time we still love our computers still , don't we ? We want our X-Box and and windows XP? And the replacement cycle for corps for boxes has to kick in at some point next year ? Yet MSFT was getting shook around friday , but it has been such a great trader lately . No matter how bad things get , on any given day there are tops and bottoms , and trades in between. My only regret on friday is I didn't buy more bottoms for the bounces... Even amidst any gloom there are always places to make trades long or short ...but some companies in this envirionment will turn out to be GTZ's.... You were short CCMP from long before , weren't you Paul? That was a totally stubborn one ... MTON reaffirmed with ADSK last week , and got some decent bounces ....we see almost every one of these just fall back though...will be an interesting week coming up with warnings affirmations coming from every angle . caught GNSS for a tremendous squeeze on it's reaffirming after hours ...just have to be ready and fast.

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