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Strategies & Market Trends : Guidance and Visibility

AAPL 247.97

-0.2%

Jan 23 9:30 AM EST

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To: Dave Gore who wrote (75360)	9/29/2002 4:31:31 PM
From: Jorj X Mckie	Read Replies (3) of 208838

I have rarely, if ever, seen such a short attack occur so far in advance of the actual bad news. I mean 6 months ahead of time? Have you? If you have never heard that the market is forward looking, and usually by about 6 months, well.....I think it speaks for itself. How did the telecom analysts know that the telecom industry was going to take a dump a year before it did, while CSCO, LU, NT, JNPR and all the other telecom industry players were saying that everything was wine and roses? It's because they did independent research. The rest of your post has too many specious assertions for me to address.

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