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Strategies & Market Trends : Guidance and Visibility
AAPL 258.17+0.7%3:59 PM EST
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To: 2MAR$ who wrote (48173)4/11/2002 1:04:47 AM
From: AD  Read Replies (1) of 208838
 
2MAR$, that's the great equalizer--market cap

I can't tell ya how many times I was tempted to get long something on the idea that the worst is out . Then I look at valuation. Game over;-)

speaking of which ERTS is getting a little fat . But since it's one of the few companies out there with fast growing revs, it's on a hot streak right now. It too will get tired.

Regards
AD
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