Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: westpacific who wrote (60811)	5/2/2002 6:42:28 PM
From: Rock_nj	Read Replies (2) of 99280

True, about how far some EMC, ORCL, etc have fallen. But, hardcore bigcap tech stocks like INTC, IBM, etc. have been holding up relatively well compared to the 2nd and 3rd tier. What if earnings really do start to recover later this year and in early 2003. Do you still think we'll see a sub 1000 NAZ washout in a year? Don't get me wrong, I'm open to the bear case. But, I'm trying to figure out how realistic it is. Because it doesn't really seems that realistic unless you think demand for tech and earnings are going to fall another 50% from already depressed levels. And I don't think that's the case. In fact, I think we might see a nice rebound in tech spending next year as companies start replacing computers and taking on delayed IT projects.

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